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Laidlaw Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Laidlaw Wealth 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
2024
Q1 		– Sell
-3,136
Closed -$495K – 228
2023
Q4 		$495K Sell
3,136
-277
-8% -$40.2K 0.18% 130
2023
Q3 		$484K Sell
3,413
-3,652
-52% -$546K 0.16% 150
2023
Q2 		$1.06M Sell
7,065
-497
-7% -$71.6K 0.21% 115
2023
Q1 		$1.09M Buy
7,562
+4,000
+112% +$586K 0.22% 114
2022
Q4 		$503K Buy
3,562
+302
+9% +$42.2K 0.11% 196
2022
Q3 		$415K Sell
3,260
-38,072
-92% -$5.37M 0.1% 191
2022
Q2 		$5.55M Buy
41,332
+1,655
+4% +$242K 1.13% 9
2022
Q1 		$6.26M Buy
39,677
+4,466
+13% +$696K 1.04% 15
2021
Q4 		$5.73M Buy
35,211
+3,365
+11% +$532K 0.92% 21
2021
Q3 		$4.77M Sell
31,846
-707
-2% -$108K 1.22% 16
2021
Q2 		$4.91M Sell
32,553
-5,114
-14% -$761K 1.27% 16
2021
Q1 		$5.34M Buy
37,667
+30,794
+448% +$4.16M 1.82% 9
2020
Q4 		$877K Buy
+6,873
New +$817K 0.18% 136

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

Laidlaw Wealth Management's RSP Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2024, closing a stake of 3,136 shares — an estimated $495K sold.

Laidlaw Wealth Management first reported a position in RSP in Q4 2020 and held it in 13 quarters. The position peaked at $6.26M in Q1 2022. 1,577 funds tracked by Wall St. Rank hold RSP as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 3,136 Invesco S&P 500 Equal Weight ETF shares in Q1 2024, an estimated $495K.
  • Laidlaw Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and held it in 13 quarters.
  • Laidlaw Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $6.26M 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 Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.