McClarren Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

McClarren Financial Advisors’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 Q1	–	Sell	-45	Closed	-$7K	–	410
2023 Q4	$7K	Buy	45 +1	+2%	+$145	0.01%	289
2023 Q3	$6K	Hold	44	–	–	0.01%	277
2023 Q2	$6K	Sell	44 -1	-2%	-$144	0.01%	279
2023 Q1	$6K	Buy	45 +1	+2%	+$146	0.01%	267
2022 Q4	$6K	Sell	44 -1	-2%	-$140	0.01%	274
2022 Q3	$5K	Buy	+45	New	+$6.35K	0.01%	258
2022 Q2	–	Sell	-45	Closed	-$7K	–	216
2022 Q1	$7K	Sell	45 -1	-2%	-$156	0.01%	219
2021 Q4	$8K	Buy	+46	New	+$7.27K	0.01%	249

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McClarren Financial Advisors's RSP Position: Q1 2024 in Review

McClarren Financial Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2024, closing a stake of 45 shares — an estimated $7K sold.

McClarren Financial Advisors first reported a position in RSP in Q4 2021 and held it in 8 quarters. The position peaked at $8K in Q4 2021. 1,577 funds tracked by Wall St. Rank hold RSP as of Q1 2024.

McClarren Financial Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2024 after selling out during the quarter.
McClarren Financial Advisors sold 45 Invesco S&P 500 Equal Weight ETF shares in Q1 2024, an estimated $7K.
McClarren Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and held it in 8 quarters.
McClarren Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $8K in Q4 2021.
1,577 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2024.

Based on McClarren Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.