LFS Asset Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

LFS Asset 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
2022 Q3	–	Sell	-4,394	Closed	-$590K	–	61
2022 Q2	$590K	Buy	+4,394	New	+$643K	0.48%	35

Other funds holding RSP

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

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

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

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

LFS Asset Management's RSP Position: Q3 2022 in Review

LFS Asset Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2022, closing a stake of 4,394 shares — an estimated $590K sold.

LFS Asset Management first reported a position in RSP in Q2 2022 and held it in 1 quarter. The position peaked at $590K in Q2 2022. 1,079 funds tracked by Wall St. Rank hold RSP as of Q3 2022.

LFS Asset Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2022 after selling out during the quarter.
LFS Asset Management sold 4,394 Invesco S&P 500 Equal Weight ETF shares in Q3 2022, an estimated $590K.
LFS Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and held it in 1 quarter.
LFS Asset Management's Invesco S&P 500 Equal Weight ETF position peaked at $590K in Q2 2022.
1,079 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2022.

Based on LFS Asset Management's 13F filing for Q3 2022, filed 5 Dec 2022.