Lenox Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lenox Wealth Advisors’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 Q1	$343K	Buy	2,189 +21	+1%	+$3.27K	0.04%	80
2021 Q4	$353K	Hold	2,168	–	–	0.04%	79
2021 Q3	$325K	Hold	2,168	–	–	0.04%	79
2021 Q2	$327K	Hold	2,168	–	–	0.04%	79
2021 Q1	$307K	Sell	2,168 -225	-9%	-$30.4K	0.04%	66
2020 Q4	$305K	Hold	2,393	–	–	0.04%	67
2020 Q3	$259K	Buy	2,393 +1,753	+274%	+$189K	0.04%	67
2020 Q2	$65K	Hold	640	–	–	0.01%	134
2020 Q1	$54K	Hold	640	–	–	0.01%	129
2019 Q4	$74K	Hold	640	–	–	0.01%	136
2019 Q3	$69K	Hold	640	–	–	0.01%	136
2019 Q2	$69K	Hold	640	–	–	0.01%	129
2019 Q1	$67K	Sell	640 -190	-23%	-$19.2K	0.01%	117
2018 Q4	$76K	Sell	830 -1	-0.1%	-$99	0.02%	108
2018 Q3	$89K	Hold	831	–	–	0.02%	105
2018 Q2	$85K	Hold	831	–	–	0.02%	94
2018 Q1	$83K	Sell	831 -44	-5%	-$4.5K	0.02%	115
2017 Q4	$88K	Buy	+875	New	+$85.9K	0.02%	79
2017 Q3	–	Sell	-165	Closed	-$15K	–	276
2017 Q2	$15K	Buy	+165	New	+$15.1K	﹤0.01%	83
2014 Q2	–	Sell	-300	Closed	-$22K	–	189
2014 Q1	$22K	Buy	+300	New	+$21.4K	0.01%	95

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

Lenox Wealth Advisors's RSP Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.97% in Q1 2022, buying an estimated $3.27K and bringing the position to 2,189 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #80.

Lenox Wealth Advisors first reported a position in RSP in Q1 2014 and has held it in 20 quarters since. The position peaked at $353K in Q4 2021. 1,174 funds tracked by Wall St. Rank hold RSP as of Q1 2022.

Lenox Wealth Advisors held 2,189 shares of Invesco S&P 500 Equal Weight ETF worth $343K as of Q1 2022.
Lenox Wealth Advisors bought 21 Invesco S&P 500 Equal Weight ETF shares in Q1 2022, an estimated $3.27K.
Invesco S&P 500 Equal Weight ETF made up 0.04% of Lenox Wealth Advisors's portfolio in Q1 2022, its #80 holding.
Lenox Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2014 and has held it in 20 quarters since.
Lenox Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $353K in Q4 2021.
1,174 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.