RPg Family Wealth Advisory’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-84	Closed	-$13.2K	–	274
2022 Q1	$13.2K	Hold	84	–	–	0.01%	241
2021 Q4	$13.7K	Hold	84	–	–	0.01%	251
2021 Q3	$12.6K	Hold	84	–	–	0.01%	262
2021 Q2	$12.7K	Buy	+84	New	+$12.5K	0.01%	260
2020 Q4	$10.7K	Buy	+84	New	+$9.99K	0.01%	280
2019 Q1	–	Sell	-6,759	Closed	-$618K	–	307
2018 Q4	$618K	Hold	6,759	–	–	0.6%	33
2018 Q3	$722K	Hold	6,759	–	–	0.54%	38
2018 Q2	$689K	Sell	6,759 -107	-2%	-$10.8K	0.53%	39
2018 Q1	$683K	Buy	6,866 +1,175	+21%	+$120K	0.56%	37
2017 Q4	$575K	Buy	5,691 +4,480	+370%	+$440K	0.49%	33
2017 Q3	$116K	Buy	1,211 +795	+191%	+$74.4K	0.09%	60
2017 Q2	$38.6K	Buy	416 +225	+118%	+$20.6K	0.03%	187
2017 Q1	$17.3K	Sell	191 -39	-17%	-$3.5K	0.01%	223
2016 Q4	$19.9K	Hold	230	–	–	0.02%	193
2016 Q3	$19.2K	Sell	230 -1,339	-85%	-$111K	0.01%	183
2016 Q2	$126K	Hold	1,569	–	–	0.06%	76
2016 Q1	$123K	Buy	1,569 +1,418	+939%	+$104K	0.1%	77
2015 Q4	$11.6K	Buy	+151	New	+$11.7K	0.01%	184

Other funds holding RSP

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

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

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

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

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

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

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

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

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RPg Family Wealth Advisory's RSP Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2022, closing a stake of 84 shares — an estimated $13.2K sold.

RPg Family Wealth Advisory first reported a position in RSP in Q4 2015 and held it in 18 quarters. The position peaked at $722K in Q3 2018. 1,120 funds tracked by Wall St. Rank hold RSP as of Q2 2022.

RPg Family Wealth Advisory reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 84 Invesco S&P 500 Equal Weight ETF shares in Q2 2022, an estimated $13.2K.
RPg Family Wealth Advisory first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2015 and held it in 18 quarters.
RPg Family Wealth Advisory's Invesco S&P 500 Equal Weight ETF position peaked at $722K in Q3 2018.
1,120 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.