S.C. Financial Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

S.C. Financial Services’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	-1,383	Closed	-$218K	–	141
2022 Q1	$218K	Sell	1,383 -77	-5%	-$12K	0.28%	108
2021 Q4	$237K	Buy	+1,460	New	+$231K	0.27%	109

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

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

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

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

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

CIA

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

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

S.C. Financial Services's RSP Position: Q2 2022 in Review

S.C. Financial Services sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2022, closing a stake of 1,383 shares — an estimated $218K sold.

S.C. Financial Services first reported a position in RSP in Q4 2021 and held it in 2 quarters. The position peaked at $237K in Q4 2021. 1,120 funds tracked by Wall St. Rank hold RSP as of Q2 2022.

S.C. Financial Services reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2022 after selling out during the quarter.
S.C. Financial Services sold 1,383 Invesco S&P 500 Equal Weight ETF shares in Q2 2022, an estimated $218K.
S.C. Financial Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and held it in 2 quarters.
S.C. Financial Services's Invesco S&P 500 Equal Weight ETF position peaked at $237K in Q4 2021.
1,120 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2022.

Based on S.C. Financial Services's 13F filing for Q2 2022, filed 11 Jul 2022.