Pinnacle Private Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$3.13M Buy
23,318
+217
+0.9% +$31.7K 1.23% 13
2022
Q1
$3.64M Buy
23,101
+4,482
+24% +$699K 1.14% 12
2021
Q4
$3.03M Buy
+18,619
New +$2.94M 0.95% 17

Other funds holding RSP

Pinnacle Private Wealth's RSP Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.94% in Q2 2022, buying an estimated $31.7K and bringing the position to 23,318 shares worth $3.13M. The position accounts for 1.23% of the portfolio, ranked #13.

Pinnacle Private Wealth first reported a position in RSP in Q4 2021 and has held it in 3 quarters since. The position peaked at $3.64M in Q1 2022. 1,120 funds tracked by Wall St. Rank hold RSP as of Q2 2022.

  • Pinnacle Private Wealth held 23,318 shares of Invesco S&P 500 Equal Weight ETF worth $3.13M as of Q2 2022.
  • Pinnacle Private Wealth bought 217 Invesco S&P 500 Equal Weight ETF shares in Q2 2022, an estimated $31.7K.
  • Invesco S&P 500 Equal Weight ETF made up 1.23% of Pinnacle Private Wealth's portfolio in Q2 2022, its #13 holding.
  • Pinnacle Private Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $3.64M in Q1 2022.
  • 1,120 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.