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

Mader & Shannon 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
2023 Q3	–	Sell	-67,782	Closed	-$10.1M	–	14
2023 Q2	$10.1M	Buy	67,782 +2,744	+4%	+$395K	6.26%	7
2023 Q1	$9.41M	Sell	65,038 -6,173	-9%	-$904K	6.2%	7
2022 Q4	$10.1M	Buy	+71,211	New	+$9.96M	6.66%	5
2019 Q3	–	Sell	-18,290	Closed	-$1.97M	–	23
2019 Q2	$1.97M	Buy	+18,290	New	+$1.94M	1.68%	11

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

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

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mader & Shannon Wealth Management's RSP Position: Q3 2023 in Review

Mader & Shannon Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2023, closing a stake of 67,782 shares — an estimated $10.1M sold.

Mader & Shannon Wealth Management first reported a position in RSP in Q2 2019 and held it in 4 quarters. The position peaked at $10.1M in Q2 2023. 1,333 funds tracked by Wall St. Rank hold RSP as of Q3 2023.

Mader & Shannon Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2023 after selling out during the quarter.
Mader & Shannon Wealth Management sold 67,782 Invesco S&P 500 Equal Weight ETF shares in Q3 2023, an estimated $10.1M.
Mader & Shannon Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2019 and held it in 4 quarters.
Mader & Shannon Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $10.1M in Q2 2023.
1,333 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2023.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.