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

Regent Peak 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
2021
Q1 		– Sell
-110
Closed -$14K – 814
2020
Q4 		$14K Buy
+110
New +$13.1K ﹤0.01% 514

Other funds holding RSP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Regent Peak Wealth Advisors's RSP Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2021, closing a stake of 110 shares — an estimated $14K sold.

Regent Peak Wealth Advisors first reported a position in RSP in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 931 funds tracked by Wall St. Rank hold RSP as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 110 Invesco S&P 500 Equal Weight ETF shares in Q1 2021, an estimated $14K.
  • Regent Peak Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $14K in Q4 2020.
  • 931 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.