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

Silicon Hills 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
2023 Q2	$3.5M	Sell	23,396 -620	-3%	-$89.3K	1.98%	13
2023 Q1	$3.47M	Sell	24,016 -5,082	-17%	-$744K	2.08%	13
2022 Q4	$4.11M	Sell	29,098 -1,863	-6%	-$261K	3.05%	8
2022 Q3	$3.94M	Sell	30,961 -3,072	-9%	-$433K	3.13%	9
2022 Q2	$4.57M	Sell	34,033 -2,441	-7%	-$357K	3.34%	8
2022 Q1	$5.75M	Sell	36,474 -1,182	-3%	-$184K	3.67%	5
2021 Q4	$6.13M	Sell	37,656 -8,280	-18%	-$1.31M	3.79%	5
2021 Q3	$6.88M	Sell	45,936 -1,593	-3%	-$244K	4.72%	5
2021 Q2	$7.16M	Sell	47,529 -1,956	-4%	-$291K	5.56%	4
2021 Q1	$7.01M	Sell	49,485 -5,562	-10%	-$750K	6.34%	1
2020 Q4	$7.02M	Sell	55,047 -2,737	-5%	-$326K	6.36%	2
2020 Q3	$6.25M	Sell	57,784 -2,467	-4%	-$266K	6.45%	2
2020 Q2	$6.13M	Sell	60,251 -2,610	-4%	-$252K	7.35%	2
2020 Q1	$5.28M	Buy	62,861 +62,529	+18,834%	+$6.64M	6.98%	2
2019 Q4	$10.4K	Buy	+332	New	+$36.9K	7.99%	1

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Silicon Hills Wealth Management's RSP Position: Q2 2023 in Review

Silicon Hills Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.6% in Q2 2023, selling an estimated $89.3K and leaving 23,396 shares worth $3.5M. The position accounts for 1.98% of the portfolio, ranked #13.

Silicon Hills Wealth Management first reported a position in RSP in Q4 2019 and has held it in 15 quarters since. The position peaked at $7.16M in Q2 2021. 1,287 funds tracked by Wall St. Rank hold RSP as of Q2 2023.

Silicon Hills Wealth Management held 23,396 shares of Invesco S&P 500 Equal Weight ETF worth $3.5M as of Q2 2023.
Silicon Hills Wealth Management sold 620 Invesco S&P 500 Equal Weight ETF shares in Q2 2023, an estimated $89.3K.
Invesco S&P 500 Equal Weight ETF made up 1.98% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #13 holding.
Silicon Hills Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 15 quarters since.
Silicon Hills Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $7.16M in Q2 2021.
1,287 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.