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

Kings Point 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 Q1	$171K	Hold	1,086	–	–	0.01%	217
2021 Q4	$177K	Buy	1,086 +893	+463%	+$141K	0.01%	234
2021 Q3	$29K	Hold	193	–	–	﹤0.01%	438
2021 Q2	$29K	Hold	193	–	–	﹤0.01%	418
2021 Q1	$27K	Hold	193	–	–	﹤0.01%	416
2020 Q4	$25K	Hold	193	–	–	﹤0.01%	398
2020 Q3	$21K	Hold	193	–	–	﹤0.01%	410
2020 Q2	$20K	Sell	193 -127	-40%	-$12.2K	﹤0.01%	368
2020 Q1	$27K	Hold	320	–	–	﹤0.01%	348
2019 Q4	$37K	Hold	320	–	–	0.01%	353
2019 Q3	$35K	Buy	+320	New	+$34.3K	0.01%	342
2016 Q4	–	Sell	-1,600	Closed	-$134K	–	314
2016 Q3	$134K	Hold	1,600	–	–	0.04%	133
2016 Q2	$129K	Hold	1,600	–	–	0.03%	139
2016 Q1	$126K	Hold	1,600	–	–	0.03%	133
2015 Q4	$123K	Hold	1,600	–	–	0.03%	141
2015 Q3	$118K	Hold	1,600	–	–	0.03%	159
2015 Q2	$128K	Hold	1,600	–	–	0.03%	152
2015 Q1	$130K	Hold	1,600	–	–	0.03%	152
2014 Q4	$128K	Sell	1,600 -2,566	-62%	-$199K	0.03%	137
2014 Q3	$316K	Buy	+4,166	New	+$320K	0.1%	93

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

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

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

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

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

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

CIA

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

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

Kings Point Capital Management's RSP Position: Q1 2022 in Review

Kings Point Capital Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2022 at 1,086 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #217.

Kings Point Capital Management first reported a position in RSP in Q3 2014 and has held it in 20 quarters since. The position peaked at $316K in Q3 2014. 1,174 funds tracked by Wall St. Rank hold RSP as of Q1 2022.

Kings Point Capital Management held 1,086 shares of Invesco S&P 500 Equal Weight ETF worth $171K as of Q1 2022.
Kings Point Capital Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2022.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #217 holding.
Kings Point Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2014 and has held it in 20 quarters since.
Kings Point Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $316K in Q3 2014.
1,174 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.