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SBK Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

SBK Financial’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
-900
Closed -$146K – 117
2021
Q4 		$146K Buy
+900
New +$142K 0.12% 83

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SBK Financial's RSP Position: Q1 2022 in Review

SBK Financial sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2022, closing a stake of 900 shares — an estimated $146K sold.

SBK Financial first reported a position in RSP in Q4 2021 and held it in 1 quarter. The position peaked at $146K in Q4 2021. 1,174 funds tracked by Wall St. Rank hold RSP as of Q1 2022.

  • SBK Financial reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2022 after selling out during the quarter.
  • SBK Financial sold 900 Invesco S&P 500 Equal Weight ETF shares in Q1 2022, an estimated $146K.
  • SBK Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and held it in 1 quarter.
  • SBK Financial's Invesco S&P 500 Equal Weight ETF position peaked at $146K in Q4 2021.
  • 1,174 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.