Laffer Tengler Investments’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Laffer Tengler Investments’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 Q3	–	Sell	-440	Closed	-$72.3K	–	316
2024 Q2	$72.3K	Hold	440	–	–	0.02%	232
2024 Q1	$74.5K	Buy	+440	New	+$70.7K	0.02%	221
2022 Q2	–	Sell	-288	Closed	-$45.4K	–	425
2022 Q1	$45.4K	Hold	288	–	–	0.01%	295
2021 Q4	$46.9K	Hold	288	–	–	0.01%	291
2021 Q3	$43.1K	Hold	288	–	–	0.01%	360
2021 Q2	$43.4K	Buy	+288	New	+$42.9K	0.02%	263

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

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

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

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

Laffer Tengler Investments's RSP Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2024, closing a stake of 440 shares — an estimated $72.3K sold.

Laffer Tengler Investments first reported a position in RSP in Q2 2021 and held it in 6 quarters. The position peaked at $74.5K in Q1 2024. 1,696 funds tracked by Wall St. Rank hold RSP as of Q3 2024.

Laffer Tengler Investments reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2024 after selling out during the quarter.
Laffer Tengler Investments sold 440 Invesco S&P 500 Equal Weight ETF shares in Q3 2024, an estimated $72.3K.
Laffer Tengler Investments first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and held it in 6 quarters.
Laffer Tengler Investments's Invesco S&P 500 Equal Weight ETF position peaked at $74.5K in Q1 2024.
1,696 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.