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Optivise Advisory Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Optivise Advisory Services’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
Q4 		– Sell
-10,418
Closed -$1.87M – 188
2024
Q3 		$1.87M Buy
+10,418
New +$1.78M 0.98% 23

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Optivise Advisory Services's RSP Position: Q4 2024 in Review

Optivise Advisory Services sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2024, closing a stake of 10,418 shares — an estimated $1.87M sold.

Optivise Advisory Services first reported a position in RSP in Q3 2024 and held it in 1 quarter. The position peaked at $1.87M in Q3 2024. 1,918 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

  • Optivise Advisory Services reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
  • Optivise Advisory Services sold 10,418 Invesco S&P 500 Equal Weight ETF shares in Q4 2024, an estimated $1.87M.
  • Optivise Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and held it in 1 quarter.
  • Optivise Advisory Services's Invesco S&P 500 Equal Weight ETF position peaked at $1.87M in Q3 2024.
  • 1,918 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

Based on Optivise Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.