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

Team Hewins’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
2024 Q2	–	Sell	-1,582	Closed	-$268K	–	35
2024 Q1	$268K	Buy	+1,582	New	+$254K	0.11%	23

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

Team Hewins's RSP Position: Q2 2024 in Review

Team Hewins sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2024, closing a stake of 1,582 shares — an estimated $268K sold.

Team Hewins first reported a position in RSP in Q1 2024 and held it in 1 quarter. The position peaked at $268K in Q1 2024. 1,600 funds tracked by Wall St. Rank hold RSP as of Q2 2024.

Team Hewins reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2024 after selling out during the quarter.
Team Hewins sold 1,582 Invesco S&P 500 Equal Weight ETF shares in Q2 2024, an estimated $268K.
Team Hewins first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and held it in 1 quarter.
Team Hewins's Invesco S&P 500 Equal Weight ETF position peaked at $268K in Q1 2024.
1,600 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2024.

Based on Team Hewins's 13F filing for Q2 2024, filed 7 Aug 2024.