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

SVA 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
Q2 		– Sell
-3,719
Closed -$312K – 203
2020
Q1 		$312K Buy
+3,719
New +$395K 0.04% 164
2016
Q4 		– Sell
-3,525
Closed -$295K – 205
2016
Q3 		$295K Hold
3,525
– – 0.05% 167
2016
Q2 		$283K Hold
3,525
– – 0.05% 170
2016
Q1 		$277K Sell
3,525
-1,103
-24% -$81.1K 0.05% 173
2015
Q4 		$355K Buy
4,628
+811
+21% +$63K 0.06% 174
2015
Q3 		$281K Buy
3,817
+109
+3% +$8.49K 0.05% 176
2015
Q2 		$296K Buy
3,708
+484
+15% +$39.7K 0.05% 177
2015
Q1 		$261K Buy
+3,224
New +$259K 0.05% 187

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return