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KB Financial Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

KB Financial Partners’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
2023
Q3 		$52K Sell
370
-135
-27% -$20.2K 0.01% 249
2023
Q2 		$76K Buy
+505
New +$72.7K 0.02% 229
2023
Q1 		– Sell
-15,844
Closed -$2.24M – 602
2022
Q4 		$2.24M Buy
+15,844
New +$2.22M 0.76% 12

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KB Financial Partners's RSP Position: Q3 2023 in Review

KB Financial Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 27% in Q3 2023, selling an estimated $20.2K and leaving 370 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #249.

KB Financial Partners first reported a position in RSP in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.24M in Q4 2022. 1,331 funds tracked by Wall St. Rank hold RSP as of Q3 2023.

  • KB Financial Partners held 370 shares of Invesco S&P 500 Equal Weight ETF worth $52K as of Q3 2023.
  • KB Financial Partners sold 135 Invesco S&P 500 Equal Weight ETF shares in Q3 2023, an estimated $20.2K.
  • Invesco S&P 500 Equal Weight ETF made up 0.01% of KB Financial Partners's portfolio in Q3 2023, its #249 holding.
  • KB Financial Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 3 quarters since.
  • KB Financial Partners's Invesco S&P 500 Equal Weight ETF position peaked at $2.24M in Q4 2022.
  • 1,331 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.