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

Ten Capital 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 Q2	–	Sell	-95	Closed	-$13.7K	–	444
2023 Q1	$13.7K	Sell	95 -3,514	-97%	-$515K	﹤0.01%	335
2022 Q4	$510K	Hold	3,609	–	–	0.2%	43
2022 Q3	$459K	Buy	3,609 +80	+2%	+$11.3K	0.21%	46
2022 Q2	$474K	Buy	3,529 +15	+0.4%	+$2.19K	0.21%	48
2022 Q1	$554K	Hold	3,514	–	–	0.23%	43
2021 Q4	$572K	Hold	3,514	–	–	0.23%	38
2021 Q3	$526K	Sell	3,514 -175	-5%	-$26.8K	0.25%	37
2021 Q2	$556K	Buy	+3,689	New	+$549K	0.13%	93

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 $74.2B AUM 21.09% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

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

Ten Capital Wealth Advisors's RSP Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2023, closing a stake of 95 shares — an estimated $13.7K sold.

Ten Capital Wealth Advisors first reported a position in RSP in Q2 2021 and held it in 8 quarters. The position peaked at $572K in Q4 2021. 1,287 funds tracked by Wall St. Rank hold RSP as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 95 Invesco S&P 500 Equal Weight ETF shares in Q2 2023, an estimated $13.7K.
Ten Capital Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and held it in 8 quarters.
Ten Capital Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $572K in Q4 2021.
1,287 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.