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Lowery Thomas LLC’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lowery Thomas LLC’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
2024
Q1 		– Sell
-3,641
Closed -$574K – 47
2023
Q4 		$574K Sell
3,641
-9,170
-72% -$1.33M 0.49% 34
2023
Q3 		$1.82M Sell
12,811
-2,078
-14% -$310K 1.74% 18
2023
Q2 		$2.23M Buy
14,889
+1,037
+7% +$149K 2.19% 16
2023
Q1 		$2M Buy
+13,852
New +$2.03M 2.21% 16

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lowery Thomas LLC's RSP Position: Q1 2024 in Review

Lowery Thomas LLC sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2024, closing a stake of 3,641 shares — an estimated $574K sold.

Lowery Thomas LLC first reported a position in RSP in Q1 2023 and held it in 4 quarters. The position peaked at $2.23M in Q2 2023. 1,578 funds tracked by Wall St. Rank hold RSP as of Q1 2024.

  • Lowery Thomas LLC reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2024 after selling out during the quarter.
  • Lowery Thomas LLC sold 3,641 Invesco S&P 500 Equal Weight ETF shares in Q1 2024, an estimated $574K.
  • Lowery Thomas LLC first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and held it in 4 quarters.
  • Lowery Thomas LLC's Invesco S&P 500 Equal Weight ETF position peaked at $2.23M in Q2 2023.
  • 1,578 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2024.

Based on Lowery Thomas LLC's 13F filing for Q1 2024, filed 10 May 2024.