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

Rainsberger 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
2023 Q4	$630K	Sell	3,992 -101	-2%	-$14.7K	0.34%	57
2023 Q3	$580K	Buy	4,093 +17	+0.4%	+$2.54K	0.36%	55
2023 Q2	$610K	Sell	4,076 -74	-2%	-$10.7K	0.37%	55
2023 Q1	$600K	Buy	4,150 +18	+0.4%	+$2.64K	0.36%	57
2022 Q4	$584K	Buy	4,132 +513	+14%	+$71.7K	0.37%	55
2022 Q3	$461K	Buy	3,619 +126	+4%	+$17.8K	0.32%	60
2022 Q2	$469K	Buy	3,493 +10	+0.3%	+$1.46K	0.34%	54
2022 Q1	$549K	Sell	3,483 -3	-0.1%	-$468	0.35%	54
2021 Q4	$567K	Buy	+3,486	New	+$551K	0.33%	54

Other funds holding RSP

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Rainsberger Wealth Advisors's RSP Position: Q4 2023 in Review

Rainsberger Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.5% in Q4 2023, selling an estimated $14.7K and leaving 3,992 shares worth $630K. The position accounts for 0.34% of the portfolio, ranked #57.

Rainsberger Wealth Advisors first reported a position in RSP in Q4 2021 and has held it in 9 quarters since. 1,512 funds tracked by Wall St. Rank hold RSP as of Q4 2023.

Rainsberger Wealth Advisors held 3,992 shares of Invesco S&P 500 Equal Weight ETF worth $630K as of Q4 2023.
Rainsberger Wealth Advisors sold 101 Invesco S&P 500 Equal Weight ETF shares in Q4 2023, an estimated $14.7K.
Invesco S&P 500 Equal Weight ETF made up 0.34% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #57 holding.
Rainsberger Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 9 quarters since.
1,512 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.