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

Smith Salley 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 Q3	–	Sell	-1,707	Closed	-$255K	–	234
2023 Q2	$255K	Sell	1,707 -168	-9%	-$24.2K	0.02%	210
2023 Q1	$271K	Sell	1,875 -928	-33%	-$136K	0.02%	201
2022 Q4	$396K	Buy	+2,803	New	+$392K	0.03%	180

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Smith Salley Wealth Management's RSP Position: Q3 2023 in Review

Smith Salley Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2023, closing a stake of 1,707 shares — an estimated $255K sold.

Smith Salley Wealth Management first reported a position in RSP in Q4 2022 and held it in 3 quarters. The position peaked at $396K in Q4 2022. 1,331 funds tracked by Wall St. Rank hold RSP as of Q3 2023.

Smith Salley Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2023 after selling out during the quarter.
Smith Salley Wealth Management sold 1,707 Invesco S&P 500 Equal Weight ETF shares in Q3 2023, an estimated $255K.
Smith Salley Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and held it in 3 quarters.
Smith Salley Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $396K in Q4 2022.
1,331 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2023.

Based on Smith Salley Wealth Management's 13F filing for Q3 2023, filed 27 Oct 2023.