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

Selective Wealth Management’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 Q4	–	Sell	-700	Closed	-$89K	–	600
2022 Q3	$89K	Sell	700 -500	-42%	-$70.5K	0.04%	225
2022 Q2	$161K	Sell	1,200 -166	-12%	-$24.3K	0.06%	166
2022 Q1	$215K	Sell	1,366 -1,531	-53%	-$239K	0.08%	128
2021 Q4	$471K	Sell	2,897 -168	-5%	-$26.5K	0.19%	62
2021 Q3	$459K	Buy	3,065 +415	+16%	+$63.5K	0.24%	47
2021 Q2	$399K	Buy	+2,650	New	+$395K	0.32%	39

Other funds holding RSP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 $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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Selective Wealth Management's RSP Position: Q4 2022 in Review

Selective Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2022, closing a stake of 700 shares — an estimated $89K sold.

Selective Wealth Management first reported a position in RSP in Q2 2021 and held it in 6 quarters. The position peaked at $471K in Q4 2021. 1,192 funds tracked by Wall St. Rank hold RSP as of Q4 2022.

Selective Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 700 Invesco S&P 500 Equal Weight ETF shares in Q4 2022, an estimated $89K.
Selective Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $471K in Q4 2021.
1,192 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.