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

Ledge 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
2023 Q4	$24.6M	Buy	155,901 +1,789	+1%	+$260K	9.56%	3
2023 Q3	$21.8M	Buy	154,112 +67,843	+79%	+$10.1M	9.8%	2
2023 Q2	$12.9M	Buy	86,269 +2,931	+4%	+$422K	6.17%	5
2023 Q1	$12.1M	Buy	83,338 +14,800	+22%	+$2.17M	5.71%	4
2022 Q4	$9.68M	Buy	68,538 +5,755	+9%	+$805K	4.42%	6
2022 Q3	$7.99M	Buy	+62,783	New	+$8.85M	4.89%	5

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 $74.2B AUM 21.09% 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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Ledge Wealth Management's RSP Position: Q4 2023 in Review

Ledge Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.2% in Q4 2023, buying an estimated $260K and bringing the position to 155,901 shares worth $24.6M. The position accounts for 9.56% of the portfolio, ranked #3.

Ledge Wealth Management first reported a position in RSP in Q3 2022 and has held it in 6 quarters since. 1,512 funds tracked by Wall St. Rank hold RSP as of Q4 2023.

Ledge Wealth Management held 155,901 shares of Invesco S&P 500 Equal Weight ETF worth $24.6M as of Q4 2023.
Ledge Wealth Management bought 1,789 Invesco S&P 500 Equal Weight ETF shares in Q4 2023, an estimated $260K.
Invesco S&P 500 Equal Weight ETF made up 9.56% of Ledge Wealth Management's portfolio in Q4 2023, its #3 holding.
Ledge Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2022 and has held it in 6 quarters since.
1,512 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.