Kelly Financial Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-1,360	Closed	-$223K	–	609
2024 Q2	$223K	Buy	1,360 +1,305	+2,373%	+$215K	0.08%	102
2024 Q1	$9.31K	Hold	55	–	–	﹤0.01%	437
2023 Q4	$8.68K	Hold	55	–	–	﹤0.01%	413
2023 Q3	$7.79K	Hold	55	–	–	﹤0.01%	408
2023 Q2	$8.23K	Hold	55	–	–	﹤0.01%	384
2023 Q1	$7.95K	Hold	55	–	–	﹤0.01%	375
2022 Q4	$7.77K	Hold	55	–	–	﹤0.01%	357
2022 Q3	$7K	Hold	55	–	–	﹤0.01%	360
2022 Q2	$7.38K	Hold	55	–	–	﹤0.01%	357
2022 Q1	$8.67K	Hold	55	–	–	﹤0.01%	355
2021 Q4	$8.95K	Hold	55	–	–	﹤0.01%	363
2021 Q3	$8.24K	Sell	55 -8,235	-99%	-$1.26M	﹤0.01%	355
2021 Q2	$55K	Buy	8,290 +8,135	+5,248%	+$1.21M	﹤0.01%	448
2021 Q1	$22K	Hold	155	–	–	0.01%	216
2020 Q4	$19.8K	Hold	155	–	–	0.01%	197
2020 Q3	$16.8K	Hold	155	–	–	0.01%	193
2020 Q2	$15.8K	Sell	155 -357	-70%	-$34.4K	0.01%	191
2020 Q1	$43K	Buy	512 +357	+230%	+$37.9K	0.05%	86
2019 Q4	$17.9K	Hold	155	–	–	0.01%	173
2019 Q3	$16.8K	Hold	155	–	–	0.02%	168
2019 Q2	$16.7K	Hold	155	–	–	0.02%	167
2019 Q1	$16.2K	Buy	+155	New	+$15.6K	0.02%	168

Other funds holding RSP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Kelly Financial Services's RSP Position: Q3 2024 in Review

Kelly Financial Services sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2024, closing a stake of 1,360 shares — an estimated $223K sold.

Kelly Financial Services first reported a position in RSP in Q1 2019 and held it in 22 quarters. The position peaked at $223K in Q2 2024. 1,697 funds tracked by Wall St. Rank hold RSP as of Q3 2024.

Kelly Financial Services reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 1,360 Invesco S&P 500 Equal Weight ETF shares in Q3 2024, an estimated $223K.
Kelly Financial Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Invesco S&P 500 Equal Weight ETF position peaked at $223K in Q2 2024.
1,697 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.