Shine Investment Advisory Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Shine Investment Advisory 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
2020 Q3	$879K	Buy	8,132 +9	+0.1%	+$971	0.3%	44
2020 Q2	$827K	Buy	8,123 +21	+0.3%	+$2.02K	0.3%	47
2020 Q1	$681K	Buy	8,102 +9	+0.1%	+$956	0.32%	52
2019 Q4	$937K	Buy	8,093 +11	+0.1%	+$1.22K	0.37%	44
2019 Q3	$874K	Buy	8,082 +10	+0.1%	+$1.07K	0.41%	42
2019 Q2	$870K	Buy	8,072 +10	+0.1%	+$1.06K	0.4%	43
2019 Q1	$842K	Buy	8,062 +13	+0.2%	+$1.31K	0.39%	45
2018 Q4	$736K	Buy	8,049 +10	+0.1%	+$991	0.36%	47
2018 Q3	$859K	Buy	8,039 +9	+0.1%	+$951	0.45%	42
2018 Q2	$818K	Buy	8,030 +9	+0.1%	+$912	0.42%	40
2018 Q1	$798K	Buy	8,021 +10	+0.1%	+$1.02K	0.42%	39
2017 Q4	$809K	Buy	8,011 +10	+0.1%	+$982	0.4%	38
2017 Q3	$764K	Buy	8,001 +7	+0.1%	+$655	0.4%	38
2017 Q2	$741K	Buy	7,994 +8	+0.1%	+$734	0.38%	38
2017 Q1	$725K	Buy	+7,986	New	+$717K	0.48%	34

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Shine Investment Advisory Services's RSP Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.11% in Q3 2020, buying an estimated $971 and bringing the position to 8,132 shares worth $879K. The position accounts for 0.3% of the portfolio, ranked #44.

Shine Investment Advisory Services first reported a position in RSP in Q1 2017 and has held it in 15 quarters since. The position peaked at $937K in Q4 2019. 693 funds tracked by Wall St. Rank hold RSP as of Q3 2020.

Shine Investment Advisory Services held 8,132 shares of Invesco S&P 500 Equal Weight ETF worth $879K as of Q3 2020.
Shine Investment Advisory Services bought 9 Invesco S&P 500 Equal Weight ETF shares in Q3 2020, an estimated $971.
Invesco S&P 500 Equal Weight ETF made up 0.3% of Shine Investment Advisory Services's portfolio in Q3 2020, its #44 holding.
Shine Investment Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2017 and has held it in 15 quarters since.
Shine Investment Advisory Services's Invesco S&P 500 Equal Weight ETF position peaked at $937K in Q4 2019.
693 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.