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Liberty Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Liberty Wealth 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
Q1 		– Sell
-159
Closed -$25.9K – 173
2021
Q4 		$25.9K Sell
159
-1,234
-89% -$195K 1.12% 16
2021
Q3 		$209K Buy
+1,393
New +$213K 0.07% 160
2020
Q2 		– Sell
-194
Closed -$16K – 963
2020
Q1 		$16K Buy
194
+87
+81% +$9.24K 0.01% 393
2019
Q4 		$12K Hold
107
– – 0.01% 512
2019
Q3 		$12K Sell
107
-86
-45% -$9.23K 0.01% 488
2019
Q2 		$21K Buy
+193
New +$20.4K 0.02% 401

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KeyBank National Association
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Liberty Wealth Management's RSP Position: Q1 2022 in Review

Liberty Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2022, closing a stake of 159 shares — an estimated $25.9K sold.

Liberty Wealth Management first reported a position in RSP in Q2 2019 and held it in 6 quarters. The position peaked at $209K in Q3 2021. 1,174 funds tracked by Wall St. Rank hold RSP as of Q1 2022.

  • Liberty Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2022 after selling out during the quarter.
  • Liberty Wealth Management sold 159 Invesco S&P 500 Equal Weight ETF shares in Q1 2022, an estimated $25.9K.
  • Liberty Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2019 and held it in 6 quarters.
  • Liberty Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $209K in Q3 2021.
  • 1,174 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2022.

Based on Liberty Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.