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Perfromance Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Perfromance Wealth 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
2022
Q3 		– Sell
-1,587
Closed -$213K – 174
2022
Q2 		$213K Hold
1,587
– – 0.01% 158
2022
Q1 		$250K Buy
1,587
+228
+17% +$35.6K 0.01% 150
2021
Q4 		$221K Buy
+1,359
New +$215K 0.01% 167

Other funds holding RSP

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Perfromance Wealth Partners's RSP Position: Q3 2022 in Review

Perfromance Wealth Partners sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2022, closing a stake of 1,587 shares — an estimated $213K sold.

Perfromance Wealth Partners first reported a position in RSP in Q4 2021 and held it in 3 quarters. The position peaked at $250K in Q1 2022. 1,079 funds tracked by Wall St. Rank hold RSP as of Q3 2022.

  • Perfromance Wealth Partners reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2022 after selling out during the quarter.
  • Perfromance Wealth Partners sold 1,587 Invesco S&P 500 Equal Weight ETF shares in Q3 2022, an estimated $213K.
  • Perfromance Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and held it in 3 quarters.
  • Perfromance Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $250K in Q1 2022.
  • 1,079 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2022.

Based on Perfromance Wealth Partners's 13F filing for Q3 2022, filed 17 Oct 2022.