Resurgent Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Resurgent Financial 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 Q3	–	Sell	-2,223	Closed	-$365K	–	192
2024 Q2	$365K	Sell	2,223 -2,672	-55%	-$440K	0.23%	124
2024 Q1	$829K	Buy	4,895 +2,016	+70%	+$324K	0.44%	68
2023 Q4	$454K	Sell	2,879 -1,381	-32%	-$201K	0.28%	93
2023 Q3	$604K	Buy	4,260 +229	+6%	+$34.2K	0.41%	61
2023 Q2	$603K	Sell	4,031 -100	-2%	-$14.4K	0.4%	65
2023 Q1	$597K	Sell	4,131 -822	-17%	-$120K	0.4%	63
2022 Q4	$700K	Buy	4,953 +1,370	+38%	+$192K	0.37%	63
2022 Q3	$456K	Buy	3,583 +738	+26%	+$104K	0.3%	96
2022 Q2	$382K	Buy	+2,845	New	+$416K	0.24%	114

Other funds holding RSP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Resurgent Financial Advisors's RSP Position: Q3 2024 in Review

Resurgent Financial Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2024, closing a stake of 2,223 shares — an estimated $365K sold.

Resurgent Financial Advisors first reported a position in RSP in Q2 2022 and held it in 9 quarters. The position peaked at $829K in Q1 2024. 1,696 funds tracked by Wall St. Rank hold RSP as of Q3 2024.

Resurgent Financial Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 2,223 Invesco S&P 500 Equal Weight ETF shares in Q3 2024, an estimated $365K.
Resurgent Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and held it in 9 quarters.
Resurgent Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $829K in Q1 2024.
1,696 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2024.

Based on Resurgent Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.