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

Meridian Wealth Partners’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
-1,591
Closed -$251K – 109
2023
Q4 		$251K Buy
+1,591
New +$231K 0.05% 86
2021
Q2 		– Sell
-618
Closed -$88K – 1021
2021
Q1 		$88K Buy
618
+12
+2% +$1.62K 0.03% 122
2020
Q4 		$77K Buy
+606
New +$72.1K 0.03% 112

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Meridian Wealth Partners's RSP Position: Q1 2024 in Review

Meridian Wealth Partners sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2024, closing a stake of 1,591 shares — an estimated $251K sold.

Meridian Wealth Partners first reported a position in RSP in Q4 2020 and held it in 3 quarters. The position peaked at $251K in Q4 2023. 1,577 funds tracked by Wall St. Rank hold RSP as of Q1 2024.

  • Meridian Wealth Partners reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2024 after selling out during the quarter.
  • Meridian Wealth Partners sold 1,591 Invesco S&P 500 Equal Weight ETF shares in Q1 2024, an estimated $251K.
  • Meridian Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and held it in 3 quarters.
  • Meridian Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $251K in Q4 2023.
  • 1,577 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2024.

Based on Meridian Wealth Partners's 13F filing for Q1 2024, filed 10 May 2024.