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

MBL Wealth’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
Q2 		– Sell
-54,935
Closed -$7.94M – 185
2023
Q1 		$7.94M Buy
54,935
+69
+0.1% +$10.1K 1.24% 22
2022
Q4 		$7.75M Buy
54,866
+5,808
+12% +$812K 1.48% 18
2022
Q3 		$6.24M Buy
49,058
+3,985
+9% +$562K 1.35% 17
2022
Q2 		$6.05M Buy
45,073
+901
+2% +$132K 1.51% 17
2022
Q1 		$6.97M Buy
+44,172
New +$6.89M 1.7% 14
2021
Q3 		$4.28M Buy
+28,574
New +$4.37M 1.48% 19
2021
Q1 		$2.06M Buy
+14,552
New +$1.96M 0.72% 33

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MBL Wealth's RSP Position: Q2 2023 in Review

MBL Wealth sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2023, closing a stake of 54,935 shares — an estimated $7.94M sold.

MBL Wealth first reported a position in RSP in Q1 2021 and held it in 7 quarters. The position peaked at $7.94M in Q1 2023. 1,289 funds tracked by Wall St. Rank hold RSP as of Q2 2023.

  • MBL Wealth reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2023 after selling out during the quarter.
  • MBL Wealth sold 54,935 Invesco S&P 500 Equal Weight ETF shares in Q2 2023, an estimated $7.94M.
  • MBL Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and held it in 7 quarters.
  • MBL Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $7.94M in Q1 2023.
  • 1,289 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2023.

Based on MBL Wealth's 13F filing for Q2 2023, filed 17 Jul 2023.