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New Potomac Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

New Potomac Partners’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
2024
Q3 		$1.68M Sell
9,381
-5
-0.1% -$854 0.86% 43
2024
Q2 		$1.54M Buy
9,386
+59
+0.6% +$9.71K 0.84% 44
2024
Q1 		$1.58M Buy
9,327
+325
+4% +$52.2K 0.88% 43
2023
Q4 		$1.42M Buy
9,002
+131
+1% +$19K 0.85% 45
2023
Q3 		$1.26M Buy
8,871
+191
+2% +$28.5K 0.87% 46
2023
Q2 		$1.3M Sell
8,680
-100
-1% -$14.4K 0.86% 48
2023
Q1 		$1.27M Buy
8,780
+3,734
+74% +$547K 0.88% 46
2022
Q4 		$713K Buy
5,046
+645
+15% +$90.2K 0.53% 54
2022
Q3 		$560K Buy
4,401
+81
+2% +$11.4K 0.47% 51
2022
Q2 		$580K Buy
4,320
+446
+12% +$65.3K 0.47% 50
2022
Q1 		$611K Buy
3,874
+242
+7% +$37.7K 0.43% 50
2021
Q4 		$591K Buy
3,632
+350
+11% +$55.3K 0.38% 49
2021
Q3 		$492K Buy
3,282
+75
+2% +$11.5K 0.34% 53
2021
Q2 		$483K Buy
3,207
+254
+9% +$37.8K 0.33% 55
2021
Q1 		$418K Buy
2,953
+310
+12% +$41.8K 0.31% 56
2020
Q4 		$337K Buy
2,643
+468
+22% +$55.7K 0.24% 57
2020
Q3 		$235K Buy
2,175
+130
+6% +$14K 0.19% 61
2020
Q2 		$208K Sell
2,045
-10
-0.5% -$964 0.19% 61
2020
Q1 		$173K Buy
2,055
+226
+12% +$24K 0.19% 61
2019
Q4 		$212K Buy
1,829
+107
+6% +$11.9K 0.2% 62
2019
Q3 		$186K Buy
1,722
+125
+8% +$13.4K 0.19% 64
2019
Q2 		$172K Hold
1,597
– – 0.17% 66
2019
Q1 		$167K Hold
1,597
– – 0.17% 67
2018
Q4 		$146K Buy
1,597
+497
+45% +$49.3K 0.16% 69
2018
Q3 		$117K Buy
1,100
+45
+4% +$4.75K 0.11% 75
2018
Q2 		$107K Buy
1,055
+955
+955% +$96.8K 0.1% 77
2018
Q1 		$10K Hold
100
– – 0.01% 134
2017
Q4 		$10K Buy
+100
New +$9.82K 0.01% 134

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

New Potomac Partners's RSP Position: Q3 2024 in Review

New Potomac Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.05% in Q3 2024, selling an estimated $854 and leaving 9,381 shares worth $1.68M. The position accounts for 0.86% of the portfolio, ranked #43.

New Potomac Partners first reported a position in RSP in Q4 2017 and has held it in 28 quarters since. 1,701 funds tracked by Wall St. Rank hold RSP as of Q3 2024.

  • New Potomac Partners held 9,381 shares of Invesco S&P 500 Equal Weight ETF worth $1.68M as of Q3 2024.
  • New Potomac Partners sold 5 Invesco S&P 500 Equal Weight ETF shares in Q3 2024, an estimated $854.
  • Invesco S&P 500 Equal Weight ETF made up 0.86% of New Potomac Partners's portfolio in Q3 2024, its #43 holding.
  • New Potomac Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and has held it in 28 quarters since.
  • 1,701 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.