Sovereign Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,267
Closed -$328K 236
2023
Q1
$328K Buy
2,267
+9
+0.4% +$1.32K 0.12% 164
2022
Q4
$319K Buy
+2,258
New +$316K 0.13% 163

Other funds holding RSP

Sovereign Financial Group's RSP Position: Q2 2023 in Review

Sovereign Financial Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2023, closing a stake of 2,267 shares — an estimated $328K sold.

Sovereign Financial Group first reported a position in RSP in Q4 2022 and held it in 2 quarters. The position peaked at $328K in Q1 2023. 1,287 funds tracked by Wall St. Rank hold RSP as of Q2 2023.

  • Sovereign Financial Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2023 after selling out during the quarter.
  • Sovereign Financial Group sold 2,267 Invesco S&P 500 Equal Weight ETF shares in Q2 2023, an estimated $328K.
  • Sovereign Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and held it in 2 quarters.
  • Sovereign Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $328K in Q1 2023.
  • 1,287 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2023.

Based on Sovereign Financial Group's 13F filing for Q2 2023, filed 31 Jul 2023.