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Security National Trust’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Security National Trust’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
2020
Q2 		– Sell
-1,076
Closed -$90K – 465
2020
Q1 		$90K Hold
1,076
– – 0.03% 207
2019
Q4 		$125K Buy
+1,076
New +$120K 0.04% 201

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Security National Trust's RSP Position: Q2 2020 in Review

Security National Trust sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2020, closing a stake of 1,076 shares — an estimated $90K sold.

Security National Trust first reported a position in RSP in Q4 2019 and held it in 2 quarters. The position peaked at $125K in Q4 2019. 668 funds tracked by Wall St. Rank hold RSP as of Q2 2020.

  • Security National Trust reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2020 after selling out during the quarter.
  • Security National Trust sold 1,076 Invesco S&P 500 Equal Weight ETF shares in Q2 2020, an estimated $90K.
  • Security National Trust first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and held it in 2 quarters.
  • Security National Trust's Invesco S&P 500 Equal Weight ETF position peaked at $125K in Q4 2019.
  • 668 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.