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My Legacy Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

My Legacy 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
2023
Q2 		– Sell
-1,727
Closed -$249K – 219
2023
Q1 		$249K Sell
1,727
-287
-14% -$42K 0.11% 193
2022
Q4 		$308K Sell
2,014
-1,748
-46% -$244K 0.13% 179
2022
Q3 		$482K Sell
3,762
-1,855
-33% -$262K 0.24% 148
2022
Q2 		$763K Sell
5,617
-2,533
-31% -$371K 0.38% 90
2022
Q1 		$1.28M Buy
+8,150
New +$1.27M 0.6% 40

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

My Legacy Advisors's RSP Position: Q2 2023 in Review

My Legacy Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2023, closing a stake of 1,727 shares — an estimated $249K sold.

My Legacy Advisors first reported a position in RSP in Q1 2022 and held it in 5 quarters. The position peaked at $1.28M in Q1 2022. 1,287 funds tracked by Wall St. Rank hold RSP as of Q2 2023.

  • My Legacy Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2023 after selling out during the quarter.
  • My Legacy Advisors sold 1,727 Invesco S&P 500 Equal Weight ETF shares in Q2 2023, an estimated $249K.
  • My Legacy Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and held it in 5 quarters.
  • My Legacy Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $1.28M in Q1 2022.
  • 1,287 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2023.

Based on My Legacy Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.