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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MV Capital Management's RSP Position: Q4 2022 in Review

MV Capital Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2022, closing a stake of 625 shares — an estimated $80K sold.

MV Capital Management first reported a position in RSP in Q4 2014 and held it in 6 quarters. The position peaked at $80K in Q3 2022. 1,194 funds tracked by Wall St. Rank hold RSP as of Q4 2022.

MV Capital Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2022 after selling out during the quarter.
MV Capital Management sold 625 Invesco S&P 500 Equal Weight ETF shares in Q4 2022, an estimated $80K.
MV Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2014 and held it in 6 quarters.
MV Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $80K in Q3 2022.
1,194 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2022.

Based on MV Capital Management's 13F filing for Q4 2022, filed 27 Jan 2023.