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

Surevest’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
2022 Q3	$659K	Hold	5,180	–	–	0.18%	110
2022 Q2	$695K	Hold	5,180	–	–	0.18%	105
2022 Q1	$817K	Buy	+5,180	New	+$808K	0.2%	103

Other funds holding RSP

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Surevest's RSP Position: Q3 2022 in Review

Surevest held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2022 at 5,180 shares worth $659K. The position accounts for 0.18% of the portfolio, ranked #110.

Surevest first reported a position in RSP in Q1 2022 and has held it in 3 quarters since. The position peaked at $817K in Q1 2022. 1,079 funds tracked by Wall St. Rank hold RSP as of Q3 2022.

Surevest held 5,180 shares of Invesco S&P 500 Equal Weight ETF worth $659K as of Q3 2022.
Surevest left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2022.
Invesco S&P 500 Equal Weight ETF made up 0.18% of Surevest's portfolio in Q3 2022, its #110 holding.
Surevest first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 3 quarters since.
Surevest's Invesco S&P 500 Equal Weight ETF position peaked at $817K in Q1 2022.
1,079 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.