Little House Capital’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Little House Capital’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 Q4	–	Sell	-39,124	Closed	-$4.98M	–	116
2022 Q3	$4.98M	Buy	39,124 +6,884	+21%	+$971K	2.65%	8
2022 Q2	$4.33M	Sell	32,240 -3,029	-9%	-$443K	2.33%	9
2022 Q1	$5.56M	Buy	+35,269	New	+$5.5M	2.85%	4
2021 Q2	–	Sell	-2,910	Closed	-$412K	–	174
2021 Q1	$412K	Buy	+2,910	New	+$393K	0.15%	83
2020 Q3	–	Sell	-2,279	Closed	-$231K	–	95
2020 Q2	$231K	Buy	+2,279	New	+$220K	0.21%	83

Other funds holding RSP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Little House Capital's RSP Position: Q4 2022 in Review

Little House Capital sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2022, closing a stake of 39,124 shares — an estimated $4.98M sold.

Little House Capital first reported a position in RSP in Q2 2020 and held it in 5 quarters. The position peaked at $5.56M in Q1 2022. 1,192 funds tracked by Wall St. Rank hold RSP as of Q4 2022.

Little House Capital reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2022 after selling out during the quarter.
Little House Capital sold 39,124 Invesco S&P 500 Equal Weight ETF shares in Q4 2022, an estimated $4.98M.
Little House Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2020 and held it in 5 quarters.
Little House Capital's Invesco S&P 500 Equal Weight ETF position peaked at $5.56M in Q1 2022.
1,192 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2022.

Based on Little House Capital's 13F filing for Q4 2022, filed 13 Feb 2023.