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Prio Wealth Limited Partnership’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Prio Wealth Limited Partnership’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
Q3 		$447K Hold
2,493
– – 0.01% 202
2024
Q2 		$410K Buy
2,493
+1,109
+80% +$182K 0.01% 203
2024
Q1 		$234K Buy
+1,384
New +$222K 0.01% 250

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prio Wealth Limited Partnership's RSP Position: Q3 2024 in Review

Prio Wealth Limited Partnership held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2024 at 2,493 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #202.

Prio Wealth Limited Partnership first reported a position in RSP in Q1 2024 and has held it in 3 quarters since. 1,696 funds tracked by Wall St. Rank hold RSP as of Q3 2024.

  • Prio Wealth Limited Partnership held 2,493 shares of Invesco S&P 500 Equal Weight ETF worth $447K as of Q3 2024.
  • Prio Wealth Limited Partnership left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2024.
  • Invesco S&P 500 Equal Weight ETF made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #202 holding.
  • Prio Wealth Limited Partnership first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.