MCM
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MV Capital Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

MV Capital Management’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
Q4 		– Sell
-625
Closed -$80K – 683
2022
Q3 		$80K Buy
+625
New +$88.1K 0.01% 180
2021
Q4 		– Sell
-307
Closed -$46K – 719
2021
Q3 		$46K Buy
+307
New +$47K 0.01% 214
2015
Q4 		– Sell
-250
Closed -$18K – 307
2015
Q3 		$18K Hold
250
– – 0.01% 198
2015
Q2 		$20K Hold
250
– – 0.01% 263
2015
Q1 		$20K Hold
250
– – 0.01% 239
2014
Q4 		$20K Buy
+250
New +$19.4K 0.01% 229

Other funds holding RSP

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return