Petra Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Petra Financial 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
2024 Q4	–	Sell	-4,483	Closed	-$803K	–	153
2024 Q3	$803K	Buy	4,483 +8	+0.2%	+$1.37K	0.53%	54
2024 Q2	$735K	Sell	4,475 -1,181	-21%	-$194K	0.53%	59
2024 Q1	$932K	Hold	5,656	–	–	0.68%	43
2023 Q4	$893K	Buy	5,656 +9	+0.2%	+$1.31K	0.75%	38
2023 Q3	$800K	Buy	5,647 +2,283	+68%	+$341K	0.67%	44
2023 Q2	$503K	Sell	3,364 -725	-18%	-$104K	0.45%	66
2023 Q1	$522K	Buy	+4,089	New	+$599K	0.52%	38

Other funds holding RSP

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Petra Financial Advisors's RSP Position: Q4 2024 in Review

Petra Financial Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2024, closing a stake of 4,483 shares — an estimated $803K sold.

Petra Financial Advisors first reported a position in RSP in Q1 2023 and held it in 7 quarters. The position peaked at $932K in Q1 2024. 1,913 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

Petra Financial Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
Petra Financial Advisors sold 4,483 Invesco S&P 500 Equal Weight ETF shares in Q4 2024, an estimated $803K.
Petra Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and held it in 7 quarters.
Petra Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $932K in Q1 2024.
1,913 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

Based on Petra Financial Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.