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RE Dickinson Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

RE Dickinson Investment 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
-32
Closed -$5K – 235
2024
Q1 		$5K Hold
32
– – ﹤0.01% 183
2023
Q4 		$5K Hold
32
– – ﹤0.01% 186
2023
Q3 		$5K Hold
32
– – ﹤0.01% 202
2023
Q2 		$5K Hold
32
– – ﹤0.01% 285
2023
Q1 		$5K Hold
32
– – ﹤0.01% 307
2022
Q4 		$5K Hold
32
– – ﹤0.01% 295
2022
Q3 		$4K Hold
32
– – ﹤0.01% 193
2022
Q2 		$4 Hold
32
– – ﹤0.01% 219
2022
Q1 		$5K Hold
32
– – ﹤0.01% 218
2021
Q4 		$5K Buy
+32
New +$5.06K ﹤0.01% 215

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

RE Dickinson Investment Advisors's RSP Position: Q2 2024 in Review

RE Dickinson Investment Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2024, closing a stake of 32 shares — an estimated $5K sold.

RE Dickinson Investment Advisors first reported a position in RSP in Q4 2021 and held it in 10 quarters. The position peaked at $5K in Q1 2024. 1,599 funds tracked by Wall St. Rank hold RSP as of Q2 2024.

  • RE Dickinson Investment Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2024 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 32 Invesco S&P 500 Equal Weight ETF shares in Q2 2024, an estimated $5K.
  • RE Dickinson Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and held it in 10 quarters.
  • RE Dickinson Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $5K in Q1 2024.
  • 1,599 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.