Kiely Wealth Advisory Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Kiely Wealth Advisory Group’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 Q4	$22.5M	Sell	124,414 -3,160	-2%	-$571K	14.47%	2
2024 Q3	$23.5M	Sell	127,574 -3,926	-3%	-$671K	14.87%	2
2024 Q2	$21.8M	Buy	131,500 +1,981	+2%	+$326K	12.03%	2
2024 Q1	$21.2M	Buy	129,519 +3,109	+2%	+$499K	12.05%	3
2023 Q4	$20M	Buy	+126,410	New	+$18.4M	11.55%	3

Other funds holding RSP

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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 $74.2B AUM 21.09% 1-Year Est. Return

Kiely Wealth Advisory Group's RSP Position: Q4 2024 in Review

Kiely Wealth Advisory Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.5% in Q4 2024, selling an estimated $571K and leaving 124,414 shares worth $22.5M. The position accounts for 14.47% of the portfolio, ranked #2.

Kiely Wealth Advisory Group first reported a position in RSP in Q4 2023 and has held it in 5 quarters since. The position peaked at $23.5M in Q3 2024. 1,913 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

Kiely Wealth Advisory Group held 124,414 shares of Invesco S&P 500 Equal Weight ETF worth $22.5M as of Q4 2024.
Kiely Wealth Advisory Group sold 3,160 Invesco S&P 500 Equal Weight ETF shares in Q4 2024, an estimated $571K.
Invesco S&P 500 Equal Weight ETF made up 14.47% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #2 holding.
Kiely Wealth Advisory Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 5 quarters since.
Kiely Wealth Advisory Group's Invesco S&P 500 Equal Weight ETF position peaked at $23.5M in Q3 2024.
1,913 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.