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

Mascoma 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
2024
Q4 		– Sell
-35
Closed -$6.27K – 527
2024
Q3 		$6.27K Buy
+35
New +$5.98K ﹤0.01% 367
2019
Q1 		– Sell
-200
Closed -$18K – 416
2018
Q4 		$18K Buy
+200
New +$19.8K 0.01% 222

Other funds holding RSP

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Mascoma Wealth Management's RSP Position: Q4 2024 in Review

Mascoma Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2024, closing a stake of 35 shares — an estimated $6.27K sold.

Mascoma Wealth Management first reported a position in RSP in Q4 2018 and held it in 2 quarters. The position peaked at $18K in Q4 2018. 1,913 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

  • Mascoma Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 35 Invesco S&P 500 Equal Weight ETF shares in Q4 2024, an estimated $6.27K.
  • Mascoma Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and held it in 2 quarters.
  • Mascoma Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $18K in Q4 2018.
  • 1,913 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

Based on Mascoma Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.