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Kraematon Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Kraematon Investment Advisors’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
Q1 		– Sell
-1,371
Closed -$216K – 91
2023
Q4 		$216K Sell
1,371
-1,331
-49% -$193K 0.24% 78
2023
Q3 		$383K Sell
2,702
-74
-3% -$11.1K 0.47% 54
2023
Q2 		$415K Sell
2,776
-209
-7% -$30.1K 0.46% 56
2023
Q1 		$432K Sell
2,985
-438
-13% -$64.1K 0.5% 54
2022
Q4 		$483K Buy
3,423
+307
+10% +$42.9K 0.53% 52
2022
Q3 		$397K Buy
3,116
+8
+0.3% +$1.13K 0.51% 51
2022
Q2 		$417K Buy
3,108
+9
+0.3% +$1.32K 0.48% 52
2022
Q1 		$489K Buy
3,099
+232
+8% +$36.2K 0.47% 54
2021
Q4 		$467K Buy
+2,867
New +$453K 0.42% 57

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kraematon Investment Advisors's RSP Position: Q1 2024 in Review

Kraematon Investment Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2024, closing a stake of 1,371 shares — an estimated $216K sold.

Kraematon Investment Advisors first reported a position in RSP in Q4 2021 and held it in 9 quarters. The position peaked at $489K in Q1 2022. 1,577 funds tracked by Wall St. Rank hold RSP as of Q1 2024.

  • Kraematon Investment Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2024 after selling out during the quarter.
  • Kraematon Investment Advisors sold 1,371 Invesco S&P 500 Equal Weight ETF shares in Q1 2024, an estimated $216K.
  • Kraematon Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and held it in 9 quarters.
  • Kraematon Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $489K in Q1 2022.
  • 1,577 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2024.

Based on Kraematon Investment Advisors's 13F filing for Q1 2024, filed 3 May 2024.