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

Sunflower Bank 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
2020 Q3	$454K	Sell	4,195 -580	-12%	-$62.6K	0.15%	70
2020 Q2	$486K	Hold	4,775	–	–	0.16%	75
2020 Q1	$401K	Hold	4,775	–	–	0.15%	81
2019 Q4	$553K	Sell	4,775 -345	-7%	-$38.3K	0.17%	83
2019 Q3	$553K	Sell	5,120 -435	-8%	-$46.7K	0.18%	79
2019 Q2	$599K	Buy	5,555 +70	+1%	+$7.41K	0.19%	78
2019 Q1	$573K	Hold	5,485	–	–	0.17%	81
2018 Q4	$501K	Hold	5,485	–	–	0.16%	88
2018 Q3	$586K	Hold	5,485	–	–	0.17%	87
2018 Q2	$559K	Hold	5,485	–	–	0.16%	87
2018 Q1	$546K	Hold	5,485	–	–	0.15%	88
2017 Q4	$554K	Hold	5,485	–	–	0.15%	83
2017 Q3	$524K	Sell	5,485 -505	-8%	-$47.3K	0.19%	57
2017 Q2	$555K	Sell	5,990 -42,464	-88%	-$3.89M	0.19%	59
2017 Q1	$4.4M	Buy	48,454 +2,352	+5%	+$211K	1.5%	15
2016 Q4	$4M	Buy	+46,102	New	+$3.89M	1.43%	14

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sunflower Bank Wealth Management's RSP Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 12% in Q3 2020, selling an estimated $62.6K and leaving 4,195 shares worth $454K. The position accounts for 0.15% of the portfolio, ranked #70.

Sunflower Bank Wealth Management first reported a position in RSP in Q4 2016 and has held it in 16 quarters since. The position peaked at $4.4M in Q1 2017. 693 funds tracked by Wall St. Rank hold RSP as of Q3 2020.

Sunflower Bank Wealth Management held 4,195 shares of Invesco S&P 500 Equal Weight ETF worth $454K as of Q3 2020.
Sunflower Bank Wealth Management sold 580 Invesco S&P 500 Equal Weight ETF shares in Q3 2020, an estimated $62.6K.
Invesco S&P 500 Equal Weight ETF made up 0.15% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #70 holding.
Sunflower Bank Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2016 and has held it in 16 quarters since.
Sunflower Bank Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $4.4M in Q1 2017.
693 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.