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

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

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

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

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Personal Capital Advisors's RSP Position: Q4 2022 in Review

Personal Capital Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.2% in Q4 2022, buying an estimated $7.41K and bringing the position to 2,409 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Personal Capital Advisors first reported a position in RSP in Q4 2013 and has held it in 18 quarters since. The position peaked at $716K in Q4 2014. 1,194 funds tracked by Wall St. Rank hold RSP as of Q4 2022.

Personal Capital Advisors held 2,409 shares of Invesco S&P 500 Equal Weight ETF worth $340K as of Q4 2022.
Personal Capital Advisors bought 53 Invesco S&P 500 Equal Weight ETF shares in Q4 2022, an estimated $7.41K.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #357 holding.
Personal Capital Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2013 and has held it in 18 quarters since.
Personal Capital Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $716K in Q4 2014.
1,194 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.