Sutton Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$52.7K	Hold	372	–	–	0.03%	220
2023 Q2	$55.7K	Hold	372	–	–	0.03%	212
2023 Q1	$53.8K	Hold	372	–	–	0.03%	199
2022 Q4	$52.5K	Sell	372 -153	-29%	-$21.4K	0.02%	375
2022 Q3	$66.8K	Buy	525 +153	+41%	+$21.6K	0.03%	320
2022 Q2	$49.9K	Hold	372	–	–	0.02%	382
2022 Q1	$58.7K	Hold	372	–	–	0.02%	362
2021 Q4	$60.5K	Hold	372	–	–	0.02%	365
2021 Q3	$55.7K	Hold	372	–	–	0.02%	371
2021 Q2	$56.1K	Hold	372	–	–	0.02%	378
2021 Q1	$52.7K	Hold	372	–	–	0.02%	381
2020 Q4	$47.4K	Hold	372	–	–	0.02%	367
2020 Q3	$40.2K	Hold	372	–	–	0.02%	344
2020 Q2	$37.9K	Hold	372	–	–	0.02%	368
2020 Q1	$31.3K	Hold	372	–	–	0.02%	362
2019 Q4	$43K	Hold	372	–	–	0.02%	348
2019 Q3	$40.2K	Hold	372	–	–	0.02%	359
2019 Q2	$40.1K	Buy	+372	New	+$39.4K	0.02%	358
2019 Q1	–	Sell	-266	Closed	-$24.3K	–	1212
2018 Q4	$24.3K	Hold	266	–	–	0.02%	463
2018 Q3	$28.4K	Buy	+266	New	+$28.1K	0.02%	464
2018 Q2	–	Sell	-545	Closed	-$55.2K	–	1155
2018 Q1	$54.2K	Hold	545	–	–	0.04%	262
2017 Q4	$55.1K	Hold	545	–	–	0.04%	258
2017 Q3	$52.1K	Hold	545	–	–	0.04%	264
2017 Q2	$50.5K	Hold	545	–	–	0.04%	260
2017 Q1	$49.5K	Hold	545	–	–	0.04%	264
2016 Q4	$47.2K	Hold	545	–	–	0.04%	278
2016 Q3	$45.6K	Buy	545 +166	+44%	+$13.8K	0.04%	274
2016 Q2	$30.5K	Hold	379	–	–	0.03%	329
2016 Q1	$29.8K	Buy	+379	New	+$27.9K	0.03%	338

Other funds holding RSP

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 $83.7B AUM 27.22% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sutton Wealth Advisors's RSP Position: Q3 2023 in Review

Sutton Wealth Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2023 at 372 shares worth $52.7K. The position accounts for 0.03% of the portfolio, ranked #220.

Sutton Wealth Advisors first reported a position in RSP in Q1 2016 and has held it in 29 quarters since. The position peaked at $66.8K in Q3 2022. 1,332 funds tracked by Wall St. Rank hold RSP as of Q3 2023.

Sutton Wealth Advisors held 372 shares of Invesco S&P 500 Equal Weight ETF worth $52.7K as of Q3 2023.
Sutton Wealth Advisors left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2023.
Invesco S&P 500 Equal Weight ETF made up 0.03% of Sutton Wealth Advisors's portfolio in Q3 2023, its #220 holding.
Sutton Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2016 and has held it in 29 quarters since.
Sutton Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $66.8K in Q3 2022.
1,332 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.