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

Personal 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
2020
Q1 		– Sell
-400
Closed -$46K – 502
2019
Q4 		$46K Sell
400
-482
-55% -$53.5K 0.02% 147
2019
Q3 		$95K Sell
882
-1,799
-67% -$193K 0.04% 104
2019
Q2 		$362K Buy
2,681
+1
+0% +$106 0.17% 43
2019
Q1 		$364K Buy
+2,680
New +$270K 0.19% 44

Other funds holding RSP

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Personal Wealth Partners's RSP Position: Q1 2020 in Review

Personal Wealth Partners sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2020, closing a stake of 400 shares — an estimated $46K sold.

Personal Wealth Partners first reported a position in RSP in Q1 2019 and held it in 4 quarters. The position peaked at $364K in Q1 2019. 663 funds tracked by Wall St. Rank hold RSP as of Q1 2020.

  • Personal Wealth Partners reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 400 Invesco S&P 500 Equal Weight ETF shares in Q1 2020, an estimated $46K.
  • Personal Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $364K in Q1 2019.
  • 663 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.