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Maxwell Wealth Strategies’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Maxwell Wealth Strategies’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 		$539K Hold
3,076
– – 0.22% 80
2024
Q3 		$550K Sell
3,076
-69
-2% -$11.8K 0.23% 80
2024
Q2 		$517K Hold
3,145
– – 0.25% 75
2024
Q1 		$515K Sell
3,145
-3
-0.1% -$482 0.26% 77
2023
Q4 		$497K Buy
+3,148
New +$457K 0.32% 62

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

Maxwell Wealth Strategies's RSP Position: Q4 2024 in Review

Maxwell Wealth Strategies held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q4 2024 at 3,076 shares worth $539K. The position accounts for 0.22% of the portfolio, ranked #80.

Maxwell Wealth Strategies first reported a position in RSP in Q4 2023 and has held it in 5 quarters since. The position peaked at $550K in Q3 2024. 1,913 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

  • Maxwell Wealth Strategies held 3,076 shares of Invesco S&P 500 Equal Weight ETF worth $539K as of Q4 2024.
  • Maxwell Wealth Strategies left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q4 2024.
  • Invesco S&P 500 Equal Weight ETF made up 0.22% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #80 holding.
  • Maxwell Wealth Strategies first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's Invesco S&P 500 Equal Weight ETF position peaked at $550K in Q3 2024.
  • 1,913 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.