Swaine & Leidel Wealth Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Swaine & Leidel Wealth Services’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 Q1	$806K	Buy	+806	New	+$126K	0.62%	36
2021 Q3	$4.24M	Buy	+28,313	New	+$4.33M	3.74%	10
2021 Q1	$806K	Buy	5,687 +410	+8%	+$55.3K	0.52%	42
2020 Q4	$673K	Buy	5,277 +130	+3%	+$15.5K	0.49%	44
2020 Q3	$556K	Buy	5,147 +146	+3%	+$15.8K	0.54%	41
2020 Q2	$509K	Hold	5,001	–	–	0.52%	40
2020 Q1	$420K	Sell	5,001 -163	-3%	-$17.3K	0.44%	45
2019 Q4	$598K	Buy	5,164 +113	+2%	+$12.6K	0.5%	44
2019 Q3	$546K	Buy	5,051 +17	+0.3%	+$1.82K	0.49%	43
2019 Q2	$543K	Buy	+5,034	New	+$533K	0.58%	38

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Swaine & Leidel Wealth Services's RSP Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2022: 806 shares worth $806K. The stake represents 0.62% of the portfolio and ranks #36 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in RSP as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in RSP in Q2 2019 and has held it in 10 quarters since. The position peaked at $4.24M in Q3 2021. 1,174 funds tracked by Wall St. Rank hold RSP as of Q1 2022.

Swaine & Leidel Wealth Services held 806 shares of Invesco S&P 500 Equal Weight ETF worth $806K as of Q1 2022.
Invesco S&P 500 Equal Weight ETF was a new Swaine & Leidel Wealth Services position in Q1 2022.
Invesco S&P 500 Equal Weight ETF made up 0.62% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #36 holding.
Swaine & Leidel Wealth Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2019 and has held it in 10 quarters since.
Swaine & Leidel Wealth Services's Invesco S&P 500 Equal Weight ETF position peaked at $4.24M in Q3 2021.
1,174 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.