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

Lineweaver 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
2023 Q4	–	Sell	-1,650	Closed	-$234K	–	142
2023 Q3	$234K	Sell	1,650 -767	-32%	-$115K	0.07%	123
2023 Q2	$362K	Buy	+2,417	New	+$348K	0.1%	97

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Lineweaver Wealth Advisors's RSP Position: Q4 2023 in Review

Lineweaver Wealth Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2023, closing a stake of 1,650 shares — an estimated $234K sold.

Lineweaver Wealth Advisors first reported a position in RSP in Q2 2023 and held it in 2 quarters. The position peaked at $362K in Q2 2023. 1,518 funds tracked by Wall St. Rank hold RSP as of Q4 2023.

Lineweaver Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2023 after selling out during the quarter.
Lineweaver Wealth Advisors sold 1,650 Invesco S&P 500 Equal Weight ETF shares in Q4 2023, an estimated $234K.
Lineweaver Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and held it in 2 quarters.
Lineweaver Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $362K in Q2 2023.
1,518 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.