Relative Value Partners Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Relative Value Partners 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
2024 Q2	$4.7M	Buy	+28,596	New	+$4.7M	0.61%	41

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Relative Value Partners Group's RSP Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2024: 28,596 shares worth $4.7M. The stake represents 0.61% of the portfolio and ranks #41 among its holdings.

1,604 funds tracked by Wall St. Rank hold RSP as of Q2 2024.

Relative Value Partners Group held 28,596 shares of Invesco S&P 500 Equal Weight ETF worth $4.7M as of Q2 2024.
Invesco S&P 500 Equal Weight ETF was a new Relative Value Partners Group position in Q2 2024.
Invesco S&P 500 Equal Weight ETF made up 0.61% of Relative Value Partners Group's portfolio in Q2 2024, its #41 holding.
1,604 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.