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

RGT 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
2022 Q1	–	Sell	-570	Closed	-$93K	–	289
2021 Q4	$93K	Buy	+570	New	+$90.1K	0.01%	114
2019 Q3	–	Sell	-3,300	Closed	-$356K	–	38
2019 Q2	$356K	Sell	3,300 -4,300	-57%	-$455K	1.12%	23
2019 Q1	$794K	Sell	7,600 -1,000	-12%	-$101K	4.57%	8
2018 Q4	$786K	Hold	8,600	–	–	4.67%	7
2018 Q3	$919K	Buy	+8,600	New	+$909K	3.11%	7

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

RGT Wealth Advisors's RSP Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2022, closing a stake of 570 shares — an estimated $93K sold.

RGT Wealth Advisors first reported a position in RSP in Q3 2018 and held it in 5 quarters. The position peaked at $919K in Q3 2018. 1,174 funds tracked by Wall St. Rank hold RSP as of Q1 2022.

RGT Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 570 Invesco S&P 500 Equal Weight ETF shares in Q1 2022, an estimated $93K.
RGT Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2018 and held it in 5 quarters.
RGT Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $919K in Q3 2018.
1,174 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.