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

Meristem Family 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
2022
Q1 		$245K Hold
1,555
– – 0.03% 295
2021
Q4 		$253K Hold
1,555
– – 0.02% 329
2021
Q3 		$233K Hold
1,555
– – 0.02% 360
2021
Q2 		$234K Hold
1,555
– – 0.04% 283
2021
Q1 		$220K Buy
+1,555
New +$210K 0.04% 218

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Meristem Family Wealth's RSP Position: Q1 2022 in Review

Meristem Family Wealth held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2022 at 1,555 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #295.

Meristem Family Wealth first reported a position in RSP in Q1 2021 and has held it in 5 quarters since. The position peaked at $253K in Q4 2021. 1,174 funds tracked by Wall St. Rank hold RSP as of Q1 2022.

  • Meristem Family Wealth held 1,555 shares of Invesco S&P 500 Equal Weight ETF worth $245K as of Q1 2022.
  • Meristem Family Wealth left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2022.
  • Invesco S&P 500 Equal Weight ETF made up 0.03% of Meristem Family Wealth's portfolio in Q1 2022, its #295 holding.
  • Meristem Family Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and has held it in 5 quarters since.
  • Meristem Family Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $253K in Q4 2021.
  • 1,174 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.