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Stratford Consulting’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Stratford Consulting’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
2020
Q1 		$153K Buy
1,821
+15
+0.8% +$1.59K 0.07% 58
2019
Q4 		$209K Buy
+1,806
New +$201K 0.07% 56

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stratford Consulting's RSP Position: Q1 2020 in Review

Stratford Consulting increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.83% in Q1 2020, buying an estimated $1.59K and bringing the position to 1,821 shares worth $153K. The position accounts for 0.07% of the portfolio, ranked #58.

Stratford Consulting first reported a position in RSP in Q4 2019 and has held it in 2 quarters since. The position peaked at $209K in Q4 2019. 663 funds tracked by Wall St. Rank hold RSP as of Q1 2020.

  • Stratford Consulting held 1,821 shares of Invesco S&P 500 Equal Weight ETF worth $153K as of Q1 2020.
  • Stratford Consulting bought 15 Invesco S&P 500 Equal Weight ETF shares in Q1 2020, an estimated $1.59K.
  • Invesco S&P 500 Equal Weight ETF made up 0.07% of Stratford Consulting's portfolio in Q1 2020, its #58 holding.
  • Stratford Consulting first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 2 quarters since.
  • Stratford Consulting's Invesco S&P 500 Equal Weight ETF position peaked at $209K in Q4 2019.
  • 663 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.