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Strategic Wealth Partners Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Strategic Wealth Partners Group’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
Q1 		$3.87M Sell
22,859
-405
-2% -$65K 0.43% 36
2023
Q4 		$3.67M Buy
23,264
+863
+4% +$125K 0.46% 33
2023
Q3 		$3.17M Sell
22,401
-308
-1% -$46K 0.47% 28
2023
Q2 		$3.4M Sell
22,709
-182
-0.8% -$26.2K 0.49% 28
2023
Q1 		$3.25M Buy
22,891
+6,381
+39% +$934K 0.53% 25
2022
Q4 		$2.33M Sell
16,510
-60
-0.4% -$8.39K 0.49% 23
2022
Q3 		$2.11M Buy
16,570
+38
+0.2% +$5.36K 0.49% 22
2022
Q2 		$2.22M Buy
16,532
+27
+0.2% +$3.95K 0.49% 22
2022
Q1 		$2.6M Sell
16,505
-1,413
-8% -$220K 0.5% 23
2021
Q4 		$2.92M Sell
17,918
-1,949
-10% -$308K 0.51% 23
2021
Q3 		$2.98M Buy
+19,867
New +$3.04M 0.57% 22
2021
Q1 		$2.81M Sell
19,874
-24
-0.1% -$3.24K 0.57% 23
2020
Q4 		$2.54M Sell
19,898
-316
-2% -$37.6K 0.54% 22
2020
Q3 		$2.19M Sell
20,214
-1,552
-7% -$168K 0.53% 22
2020
Q2 		$2.21M Sell
21,766
-1,035
-5% -$99.8K 0.56% 20
2020
Q1 		$1.92M Sell
22,801
-4,098
-15% -$435K 0.56% 20
2019
Q4 		$3.11M Buy
+26,899
New +$2.99M 0.74% 19

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Wealth Partners Group's RSP Position: Q1 2024 in Review

Strategic Wealth Partners Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.7% in Q1 2024, selling an estimated $65K and leaving 22,859 shares worth $3.87M. The position accounts for 0.43% of the portfolio, ranked #36.

Strategic Wealth Partners Group first reported a position in RSP in Q4 2019 and has held it in 17 quarters since. 1,577 funds tracked by Wall St. Rank hold RSP as of Q1 2024.

  • Strategic Wealth Partners Group held 22,859 shares of Invesco S&P 500 Equal Weight ETF worth $3.87M as of Q1 2024.
  • Strategic Wealth Partners Group sold 405 Invesco S&P 500 Equal Weight ETF shares in Q1 2024, an estimated $65K.
  • Invesco S&P 500 Equal Weight ETF made up 0.43% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #36 holding.
  • Strategic Wealth Partners Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 17 quarters since.
  • 1,577 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.