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 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

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

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

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVA Wealth Management's RSP Position: Q2 2020 in Review

SVA Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2020, closing a stake of 3,719 shares — an estimated $312K sold.

SVA Wealth Management first reported a position in RSP in Q1 2015 and held it in 8 quarters. The position peaked at $355K in Q4 2015. 671 funds tracked by Wall St. Rank hold RSP as of Q2 2020.

SVA Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2020 after selling out during the quarter.
SVA Wealth Management sold 3,719 Invesco S&P 500 Equal Weight ETF shares in Q2 2020, an estimated $312K.
SVA Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2015 and held it in 8 quarters.
SVA Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $355K in Q4 2015.
671 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2020.

Based on SVA Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.