Kiwi Wealth Investments Limited Partnership’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 Q1	–	Sell	-11,978	Closed	-$1.69M	–	211
2022 Q4	$1.69M	Buy	11,978 +10,148	+555%	+$1.42M	0.11%	149
2022 Q3	$246K	Hold	1,830	–	–	0.02%	192
2022 Q2	$246K	Buy	+1,830	New	+$268K	0.02%	192
2022 Q1	–	Sell	-20,189	Closed	-$3.29M	–	254
2021 Q4	$3.29M	Sell	20,189 -4,056	-17%	-$641K	0.16%	143
2021 Q3	$3.63M	Buy	24,245 +2,621	+12%	+$401K	0.19%	143
2021 Q2	$3.26M	Buy	+21,624	New	+$3.22M	0.17%	144

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 $83.7B AUM 27.22% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

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

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

Kiwi Wealth Investments Limited Partnership's RSP Position: Q1 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2023, closing a stake of 11,978 shares — an estimated $1.69M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in RSP in Q2 2021 and held it in 6 quarters. The position peaked at $3.63M in Q3 2021. 1,215 funds tracked by Wall St. Rank hold RSP as of Q1 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 11,978 Invesco S&P 500 Equal Weight ETF shares in Q1 2023, an estimated $1.69M.
Kiwi Wealth Investments Limited Partnership first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and held it in 6 quarters.
Kiwi Wealth Investments Limited Partnership's Invesco S&P 500 Equal Weight ETF position peaked at $3.63M in Q3 2021.
1,215 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2023, filed 16 May 2023.