Leelyn Smith’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Leelyn Smith’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
2020 Q4	–	Sell	-20	Closed	-$2K	–	371
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	319
2020 Q2	$2K	Hold	20	–	–	﹤0.01%	385
2020 Q1	$2K	Sell	20 -80	-80%	-$8.5K	﹤0.01%	313
2019 Q4	$12	Buy	+100	New	+$11.1K	0.01%	252

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

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

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

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Leelyn Smith's RSP Position: Q4 2020 in Review

Leelyn Smith sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2020, closing a stake of 20 shares — an estimated $2K sold.

Leelyn Smith first reported a position in RSP in Q4 2019 and held it in 4 quarters. The position peaked at $2K in Q3 2020. 853 funds tracked by Wall St. Rank hold RSP as of Q4 2020.

Leelyn Smith reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2020 after selling out during the quarter.
Leelyn Smith sold 20 Invesco S&P 500 Equal Weight ETF shares in Q4 2020, an estimated $2K.
Leelyn Smith first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and held it in 4 quarters.
Leelyn Smith's Invesco S&P 500 Equal Weight ETF position peaked at $2K in Q3 2020.
853 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2020.

Based on Leelyn Smith's 13F filing for Q4 2020, filed 15 Jan 2021.