Pillar Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Pillar Wealth 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 Q2	–	Sell	-1,922	Closed	-$326K	–	68
2024 Q1	$326K	Hold	1,922	–	–	0.25%	58
2023 Q4	$303K	Hold	1,922	–	–	0.23%	63
2023 Q3	$272K	Sell	1,922 -548	-22%	-$81.9K	0.24%	58
2023 Q2	$370K	Hold	2,470	–	–	0.31%	52
2023 Q1	$357K	Hold	2,470	–	–	0.36%	46
2022 Q4	$349K	Hold	2,470	–	–	0.34%	48
2022 Q3	$314K	Hold	2,470	–	–	0.31%	44
2022 Q2	$332K	Hold	2,470	–	–	0.34%	43
2022 Q1	$390K	Hold	2,470	–	–	0.38%	36
2021 Q4	$402K	Buy	+2,470	New	+$390K	0.38%	37

Other funds holding RSP

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Pillar Wealth Advisors's RSP Position: Q2 2024 in Review

Pillar Wealth Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2024, closing a stake of 1,922 shares — an estimated $326K sold.

Pillar Wealth Advisors first reported a position in RSP in Q4 2021 and held it in 10 quarters. The position peaked at $402K in Q4 2021. 1,600 funds tracked by Wall St. Rank hold RSP as of Q2 2024.

Pillar Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 1,922 Invesco S&P 500 Equal Weight ETF shares in Q2 2024, an estimated $326K.
Pillar Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and held it in 10 quarters.
Pillar Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $402K in Q4 2021.
1,600 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2024.

Based on Pillar Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.