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PCA
Personal Capital Advisors’s
Invesco S&P 500 Equal Weight ETF
RSP
Stock Holding History
Personal Capital Advisors’s Portfolio
RSP Stock Details
RSP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$340K
Buy
2,409
+53
+2%
+$7.41K
﹤0.01%
357
2022
Q3
$300K
Hold
2,356
–
–
﹤0.01%
358
2022
Q2
$316K
Sell
2,356
-4
-0.2%
-$585
﹤0.01%
343
2022
Q1
$372K
Sell
2,360
-418
-15%
-$65.2K
﹤0.01%
345
2021
Q4
$383K
Buy
2,778
+592
+27%
+$93.5K
﹤0.01%
382
2021
Q3
$328K
Buy
2,186
+254
+13%
+$38.9K
﹤0.01%
386
2021
Q2
$291K
Sell
1,932
-779
-29%
-$116K
﹤0.01%
397
2021
Q1
$384K
Buy
2,711
+327
+14%
+$44.1K
﹤0.01%
347
2020
Q4
$304K
Buy
+2,384
New
+$284K
﹤0.01%
381
2019
Q1
–
Sell
-2,802
Closed
-$256K
–
340
2018
Q4
$256K
Buy
+2,802
New
+$278K
﹤0.01%
275
2015
Q4
–
Sell
-8,143
Closed
-$599K
–
162
2015
Q3
$599K
Buy
8,143
+1,739
+27%
+$135K
0.04%
126
2015
Q2
$511K
Buy
6,404
+967
+18%
+$79.2K
0.04%
128
2015
Q1
$442K
Sell
5,437
-3,503
-39%
-$282K
0.04%
126
2014
Q4
$716K
Sell
8,940
-277
-3%
-$21.5K
0.07%
112
2014
Q3
$699K
Buy
9,217
+1,423
+18%
+$109K
0.09%
94
2014
Q2
$598K
Buy
7,794
+233
+3%
+$17.3K
0.1%
81
2014
Q1
$552K
Buy
7,561
+152
+2%
+$10.8K
0.12%
81
2013
Q4
$528K
Buy
+7,409
New
+$506K
0.17%
80
Other funds holding RSP
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.1B AUM
21.09%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
KeyBank National Association
Cleveland, Ohio
$27.4B AUM
24.17%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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