Pacific Sage Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Pacific Sage 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
2023 Q3	–	Sell	-2,475	Closed	-$370K	–	92
2023 Q2	$370K	Buy	+2,475	New	+$357K	0.11%	59

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

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pacific Sage Partners's RSP Position: Q3 2023 in Review

Pacific Sage Partners sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2023, closing a stake of 2,475 shares — an estimated $370K sold.

Pacific Sage Partners first reported a position in RSP in Q2 2023 and held it in 1 quarter. The position peaked at $370K in Q2 2023. 1,334 funds tracked by Wall St. Rank hold RSP as of Q3 2023.

Pacific Sage Partners reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2023 after selling out during the quarter.
Pacific Sage Partners sold 2,475 Invesco S&P 500 Equal Weight ETF shares in Q3 2023, an estimated $370K.
Pacific Sage Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and held it in 1 quarter.
Pacific Sage Partners's Invesco S&P 500 Equal Weight ETF position peaked at $370K in Q2 2023.
1,334 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2023.

Based on Pacific Sage Partners's 13F filing for Q3 2023, filed 30 Oct 2023.