Karp Capital Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Karp Capital Management’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,395	Closed	-$220K	–	160
2022 Q1	$220K	Sell	1,395 -22,282	-94%	-$3.47M	0.03%	130
2021 Q4	$3.85M	Buy	23,677 +809	+4%	+$128K	0.48%	72
2021 Q3	$3.43M	Buy	22,868 +981	+4%	+$150K	0.48%	75
2021 Q2	$3.3M	Sell	21,887 -416	-2%	-$61.9K	0.49%	76
2021 Q1	$3.16M	Buy	+22,303	New	+$3.01M	0.57%	67

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Karp Capital Management's RSP Position: Q2 2022 in Review

Karp Capital Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2022, closing a stake of 1,395 shares — an estimated $220K sold.

Karp Capital Management first reported a position in RSP in Q1 2021 and held it in 5 quarters. The position peaked at $3.85M in Q4 2021. 1,120 funds tracked by Wall St. Rank hold RSP as of Q2 2022.

Karp Capital Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2022 after selling out during the quarter.
Karp Capital Management sold 1,395 Invesco S&P 500 Equal Weight ETF shares in Q2 2022, an estimated $220K.
Karp Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and held it in 5 quarters.
Karp Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $3.85M in Q4 2021.
1,120 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2022.

Based on Karp Capital Management's 13F filing for Q2 2022, filed 15 Jul 2022.