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Roble Belko & Company’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Roble Belko & Company’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
Q1 		– Sell
-1,668
Closed -$263K – 357
2023
Q4 		$263K Buy
+1,668
New +$242K 0.05% 79

Other funds holding RSP

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Roble Belko & Company's RSP Position: Q1 2024 in Review

Roble Belko & Company sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2024, closing a stake of 1,668 shares — an estimated $263K sold.

Roble Belko & Company first reported a position in RSP in Q4 2023 and held it in 1 quarter. The position peaked at $263K in Q4 2023. 1,577 funds tracked by Wall St. Rank hold RSP as of Q1 2024.

  • Roble Belko & Company reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2024 after selling out during the quarter.
  • Roble Belko & Company sold 1,668 Invesco S&P 500 Equal Weight ETF shares in Q1 2024, an estimated $263K.
  • Roble Belko & Company first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and held it in 1 quarter.
  • Roble Belko & Company's Invesco S&P 500 Equal Weight ETF position peaked at $263K in Q4 2023.
  • 1,577 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2024.

Based on Roble Belko & Company's 13F filing for Q1 2024, filed 11 Apr 2024.