Level Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Level Financial 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
2023 Q4	–	Sell	-93	Closed	-$13.2K	–	289
2023 Q3	$13.2K	Hold	93	–	–	0.01%	172
2023 Q2	$13.9K	Hold	93	–	–	0.01%	171
2023 Q1	$13.4K	Hold	93	–	–	0.01%	161
2022 Q4	$13K	Hold	93	–	–	0.01%	152
2022 Q3	$12K	Sell	93 -5	-5%	-$705	0.01%	166
2022 Q2	$13K	Buy	98 +5	+5%	+$732	0.01%	168
2022 Q1	$15K	Hold	93	–	–	0.01%	142
2021 Q4	$15K	Buy	+93	New	+$14.7K	0.01%	150

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

Level Financial Advisors's RSP Position: Q4 2023 in Review

Level Financial Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2023, closing a stake of 93 shares — an estimated $13.2K sold.

Level Financial Advisors first reported a position in RSP in Q4 2021 and held it in 8 quarters. The position peaked at $15K in Q1 2022. 1,512 funds tracked by Wall St. Rank hold RSP as of Q4 2023.

Level Financial Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2023 after selling out during the quarter.
Level Financial Advisors sold 93 Invesco S&P 500 Equal Weight ETF shares in Q4 2023, an estimated $13.2K.
Level Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and held it in 8 quarters.
Level Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $15K in Q1 2022.
1,512 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2023.

Based on Level Financial Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.