M&R Capital Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

M&R Capital 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
2024 Q3	$123K	Buy	685 +211	+45%	+$36K	0.03%	172
2024 Q2	$77.9K	Hold	474	–	–	0.02%	197
2024 Q1	$80.3K	Sell	474 -25	-5%	-$4.01K	0.02%	192
2023 Q4	$78.7K	Buy	499 +31	+7%	+$4.5K	0.02%	214
2023 Q3	$66.3K	Sell	468 -75	-14%	-$11.2K	0.02%	216
2023 Q2	$81.3K	Hold	543	–	–	0.02%	205
2023 Q1	$78.5K	Sell	543 -45	-8%	-$6.59K	0.02%	202
2022 Q4	$83.1K	Buy	+588	New	+$82.2K	0.02%	200

Other funds holding RSP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&R Capital Management's RSP Position: Q3 2024 in Review

M&R Capital Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 45% in Q3 2024, buying an estimated $36K and bringing the position to 685 shares worth $123K. The position accounts for 0.03% of the portfolio, ranked #172.

M&R Capital Management first reported a position in RSP in Q4 2022 and has held it in 8 quarters since. 1,701 funds tracked by Wall St. Rank hold RSP as of Q3 2024.

M&R Capital Management held 685 shares of Invesco S&P 500 Equal Weight ETF worth $123K as of Q3 2024.
M&R Capital Management bought 211 Invesco S&P 500 Equal Weight ETF shares in Q3 2024, an estimated $36K.
Invesco S&P 500 Equal Weight ETF made up 0.03% of M&R Capital Management's portfolio in Q3 2024, its #172 holding.
M&R Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 8 quarters since.
1,701 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.