Lehman & Derafelo Financial Resources’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	–	Sell	-146	Closed	-$19K	–	168
2022 Q3	$19K	Hold	146	–	–	0.01%	149
2022 Q2	$20K	Buy	+146	New	+$21.4K	0.01%	151
2021 Q4	–	Sell	-146	Closed	-$22K	–	167
2021 Q3	$22K	Hold	146	–	–	0.01%	152
2021 Q2	$22K	Sell	146 -88	-38%	-$13.1K	0.01%	178
2021 Q1	$33K	Sell	234 -31	-12%	-$4.18K	0.01%	158
2020 Q4	$34K	Hold	265	–	–	0.01%	157
2020 Q3	$29K	Sell	265 -95	-26%	-$10.3K	0.01%	191
2020 Q2	$37K	Hold	360	–	–	0.01%	167
2020 Q1	$30K	Sell	360 -10	-3%	-$1.06K	0.01%	126
2019 Q4	$43K	Hold	370	–	–	0.02%	133
2019 Q3	$40K	Hold	370	–	–	0.02%	127
2019 Q2	$40K	Hold	370	–	–	0.02%	128
2019 Q1	$39K	Hold	370	–	–	0.02%	131
2018 Q4	$34K	Buy	+370	New	+$36.7K	0.02%	125

Other funds holding RSP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources's RSP Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2022, closing a stake of 146 shares — an estimated $19K sold.

Lehman & Derafelo Financial Resources first reported a position in RSP in Q4 2018 and held it in 14 quarters. The position peaked at $43K in Q4 2019. 1,192 funds tracked by Wall St. Rank hold RSP as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 146 Invesco S&P 500 Equal Weight ETF shares in Q4 2022, an estimated $19K.
Lehman & Derafelo Financial Resources first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's Invesco S&P 500 Equal Weight ETF position peaked at $43K in Q4 2019.
1,192 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.