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My Personal CFO LLC’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

My Personal CFO LLC’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
Q1 		– Sell
-21
Closed -$2.97K – 667
2022
Q4 		$2.97K Buy
+21
New +$2.94K ﹤0.01% 446

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

My Personal CFO LLC's RSP Position: Q1 2023 in Review

My Personal CFO LLC sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2023, closing a stake of 21 shares — an estimated $2.97K sold.

My Personal CFO LLC first reported a position in RSP in Q4 2022 and held it in 1 quarter. The position peaked at $2.97K in Q4 2022. 1,214 funds tracked by Wall St. Rank hold RSP as of Q1 2023.

  • My Personal CFO LLC reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 21 Invesco S&P 500 Equal Weight ETF shares in Q1 2023, an estimated $2.97K.
  • My Personal CFO LLC first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Invesco S&P 500 Equal Weight ETF position peaked at $2.97K in Q4 2022.
  • 1,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.