SignalPoint Asset Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

SignalPoint Asset 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
2024 Q4	$293K	Hold	1,674	–	–	0.07%	196
2024 Q3	$300K	Sell	1,674 -60	-3%	-$10.3K	0.07%	209
2024 Q2	$285K	Buy	1,734 +5	+0.3%	+$822	0.08%	207
2024 Q1	$293K	Buy	1,729 +70	+4%	+$11.2K	0.08%	190
2023 Q4	$261K	Hold	1,659	–	–	0.08%	187
2023 Q3	$235K	Buy	1,659 +30	+2%	+$4.48K	0.07%	191
2023 Q2	$244K	Buy	1,629 +45	+3%	+$6.48K	0.07%	188
2023 Q1	$229K	Buy	+1,584	New	+$232K	0.07%	192
2022 Q2	–	Sell	-1,302	Closed	-$205K	–	227
2022 Q1	$205K	Buy	1,302 +1	+0.1%	+$156	0.07%	215
2021 Q4	$211K	Buy	+1,301	New	+$206K	0.06%	224

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SignalPoint Asset Management's RSP Position: Q4 2024 in Review

SignalPoint Asset Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q4 2024 at 1,674 shares worth $293K. The position accounts for 0.07% of the portfolio, ranked #196.

SignalPoint Asset Management first reported a position in RSP in Q4 2021 and has held it in 10 quarters since. The position peaked at $300K in Q3 2024. 1,918 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

SignalPoint Asset Management held 1,674 shares of Invesco S&P 500 Equal Weight ETF worth $293K as of Q4 2024.
SignalPoint Asset Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q4 2024.
Invesco S&P 500 Equal Weight ETF made up 0.07% of SignalPoint Asset Management's portfolio in Q4 2024, its #196 holding.
SignalPoint Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 10 quarters since.
SignalPoint Asset Management's Invesco S&P 500 Equal Weight ETF position peaked at $300K in Q3 2024.
1,918 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.