Kowal Investment Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Kowal Investment 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 Q2	–	Sell	-8,177	Closed	-$1.38M	–	195
2024 Q1	$1.38M	Buy	+8,177	New	+$1.31M	0.3%	53
2022 Q3	–	Sell	-2,054	Closed	-$276K	–	152
2022 Q2	$276K	Sell	2,054 -51	-2%	-$7.46K	0.09%	113
2022 Q1	$332K	Buy	+2,105	New	+$328K	0.1%	87
2021 Q4	–	Sell	-134	Closed	-$20K	–	766
2021 Q3	$20K	Buy	+134	New	+$20.5K	0.01%	387

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Kowal Investment Group's RSP Position: Q2 2024 in Review

Kowal Investment Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2024, closing a stake of 8,177 shares — an estimated $1.38M sold.

Kowal Investment Group first reported a position in RSP in Q3 2021 and held it in 4 quarters. The position peaked at $1.38M in Q1 2024. 1,599 funds tracked by Wall St. Rank hold RSP as of Q2 2024.

Kowal Investment Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2024 after selling out during the quarter.
Kowal Investment Group sold 8,177 Invesco S&P 500 Equal Weight ETF shares in Q2 2024, an estimated $1.38M.
Kowal Investment Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2021 and held it in 4 quarters.
Kowal Investment Group's Invesco S&P 500 Equal Weight ETF position peaked at $1.38M in Q1 2024.
1,599 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2024.

Based on Kowal Investment Group's 13F filing for Q2 2024, filed 13 Aug 2024.