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Prosperity Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Prosperity Financial Group’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
2023
Q3 		– Sell
-3,541
Closed -$530K – 137
2023
Q2 		$530K Buy
+3,541
New +$510K 0.47% 51

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Prosperity Financial Group's RSP Position: Q3 2023 in Review

Prosperity Financial Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2023, closing a stake of 3,541 shares — an estimated $530K sold.

Prosperity Financial Group first reported a position in RSP in Q2 2023 and held it in 1 quarter. The position peaked at $530K in Q2 2023. 1,334 funds tracked by Wall St. Rank hold RSP as of Q3 2023.

  • Prosperity Financial Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2023 after selling out during the quarter.
  • Prosperity Financial Group sold 3,541 Invesco S&P 500 Equal Weight ETF shares in Q3 2023, an estimated $530K.
  • Prosperity Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and held it in 1 quarter.
  • Prosperity Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $530K in Q2 2023.
  • 1,334 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2023.

Based on Prosperity Financial Group's 13F filing for Q3 2023, filed 7 Nov 2023.