Schneider Downs Wealth Management Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Schneider Downs Wealth Management 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
2022 Q3	–	Sell	-1,515	Closed	-$203K	–	141
2022 Q2	$203K	Hold	1,515	–	–	0.06%	135
2022 Q1	$239K	Hold	1,515	–	–	0.06%	131
2021 Q4	$247K	Hold	1,515	–	–	0.06%	135
2021 Q3	$227K	Hold	1,515	–	–	0.06%	131
2021 Q2	$228K	Hold	1,515	–	–	0.06%	128
2021 Q1	$215K	Buy	+1,515	New	+$204K	0.05%	128
2018 Q4	–	Sell	-3,349	Closed	-$358K	–	70
2018 Q3	$358K	Hold	3,349	–	–	0.23%	38
2018 Q2	$341K	Sell	3,349 -254	-7%	-$25.7K	0.23%	34
2018 Q1	$358K	Sell	3,603 -1,212	-25%	-$124K	0.2%	33
2017 Q4	$486K	Sell	4,815 -310	-6%	-$30.4K	0.28%	20
2017 Q3	$490K	Sell	5,125 -275	-5%	-$25.7K	0.32%	21
2017 Q2	$500K	Hold	5,400	–	–	0.33%	20
2017 Q1	$490K	Buy	+5,400	New	+$485K	0.34%	23

Other funds holding RSP

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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 $83.7B AUM 27.22% 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

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

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

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

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

Schneider Downs Wealth Management Advisors's RSP Position: Q3 2022 in Review

Schneider Downs Wealth Management Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2022, closing a stake of 1,515 shares — an estimated $203K sold.

Schneider Downs Wealth Management Advisors first reported a position in RSP in Q1 2017 and held it in 13 quarters. The position peaked at $500K in Q2 2017. 1,080 funds tracked by Wall St. Rank hold RSP as of Q3 2022.

Schneider Downs Wealth Management Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2022 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 1,515 Invesco S&P 500 Equal Weight ETF shares in Q3 2022, an estimated $203K.
Schneider Downs Wealth Management Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2017 and held it in 13 quarters.
Schneider Downs Wealth Management Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $500K in Q2 2017.
1,080 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.