Running Point Capital Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Running Point Capital 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
2023 Q4	–	Sell	-1	Closed	-$123	–	169
2023 Q3	$123	Hold	1	–	–	﹤0.01%	146
2023 Q2	$130	Hold	1	–	–	﹤0.01%	149
2023 Q1	$125	Hold	1	–	–	﹤0.01%	146
2022 Q4	$121	Hold	1	–	–	﹤0.01%	208
2022 Q3	$0	Hold	1	–	–	﹤0.01%	233
2022 Q2	$0	Hold	1	–	–	﹤0.01%	233
2022 Q1	$0	Hold	1	–	–	﹤0.01%	223
2021 Q4	$0	Hold	1	–	–	﹤0.01%	157
2021 Q3	$0	Hold	1	–	–	﹤0.01%	172
2021 Q2	$0	Hold	1	–	–	﹤0.01%	158
2021 Q1	$0	Hold	1	–	–	﹤0.01%	141
2020 Q4	$0	Buy	+1	New	+$119	﹤0.01%	126

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Running Point Capital Advisors's RSP Position: Q4 2023 in Review

Running Point Capital Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2023, closing a stake of 1 share — an estimated $123 sold.

Running Point Capital Advisors first reported a position in RSP in Q4 2020 and held it in 12 quarters. The position peaked at $130 in Q2 2023. 1,512 funds tracked by Wall St. Rank hold RSP as of Q4 2023.

Running Point Capital Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2023 after selling out during the quarter.
Running Point Capital Advisors sold 1 Invesco S&P 500 Equal Weight ETF share in Q4 2023, an estimated $123.
Running Point Capital Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and held it in 12 quarters.
Running Point Capital Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $130 in Q2 2023.
1,512 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2023.

Based on Running Point Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.