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Tiedemann Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Tiedemann 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
Q3 		$1.77M Buy
12,517
+56
+0.4% +$8.37K 0.08% 82
2023
Q2 		$1.86M Buy
12,461
+55
+0.4% +$7.92K 0.08% 80
2023
Q1 		$1.79M Buy
12,406
+62
+0.5% +$9.08K 0.08% 81
2022
Q4 		$1.74M Buy
12,344
+50
+0.4% +$6.99K 0.08% 84
2022
Q3 		$1.56M Buy
12,294
+122
+1% +$17.2K 0.09% 84
2022
Q2 		$1.63M Sell
12,172
-641
-5% -$93.8K 0.12% 80
2022
Q1 		$2.02M Buy
12,813
+34
+0.3% +$5.3K 0.1% 90
2021
Q4 		$2.08M Buy
12,779
+44
+0.3% +$6.95K 0.1% 87
2021
Q3 		$1.91M Buy
12,735
+33
+0.3% +$5.05K 0.1% 84
2021
Q2 		$1.92M Buy
12,702
+55
+0.4% +$8.19K 0.08% 110
2021
Q1 		$1.79M Buy
12,647
+734
+6% +$99K 0.08% 112
2020
Q4 		$1.52M Buy
11,913
+54
+0.5% +$6.42K 0.07% 119
2020
Q3 		$1.28M Buy
11,859
+49
+0.4% +$5.29K 0.06% 155
2020
Q2 		$1.2M Buy
11,810
+106
+0.9% +$10.2K 0.06% 156
2020
Q1 		$983K Buy
11,704
+48
+0.4% +$5.1K 0.06% 155
2019
Q4 		$1.35M Buy
11,656
+56
+0.5% +$6.22K 0.06% 140
2019
Q3 		$1.25M Buy
11,600
+52
+0.5% +$5.58K 0.06% 151
2019
Q2 		$1.25M Buy
11,548
+51
+0.4% +$5.4K 0.06% 139
2019
Q1 		$1.2M Buy
11,497
+68
+0.6% +$6.86K 0.06% 195
2018
Q4 		$1.04M Buy
11,429
+51
+0.4% +$5.05K 0.05% 203
2018
Q3 		$1.22M Buy
11,378
+46
+0.4% +$4.86K 0.07% 152
2018
Q2 		$1.16M Buy
11,332
+48
+0.4% +$4.87K 0.07% 146
2018
Q1 		$1.12M Buy
11,284
+9
+0.1% +$921 0.08% 141
2017
Q4 		$1.14M Buy
+11,275
New +$1.11M 0.09% 110

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tiedemann Advisors's RSP Position: Q3 2023 in Review

Tiedemann Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.45% in Q3 2023, buying an estimated $8.37K and bringing the position to 12,517 shares worth $1.77M. The position accounts for 0.08% of the portfolio, ranked #82.

Tiedemann Advisors first reported a position in RSP in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.08M in Q4 2021. 1,334 funds tracked by Wall St. Rank hold RSP as of Q3 2023.

  • Tiedemann Advisors held 12,517 shares of Invesco S&P 500 Equal Weight ETF worth $1.77M as of Q3 2023.
  • Tiedemann Advisors bought 56 Invesco S&P 500 Equal Weight ETF shares in Q3 2023, an estimated $8.37K.
  • Invesco S&P 500 Equal Weight ETF made up 0.08% of Tiedemann Advisors's portfolio in Q3 2023, its #82 holding.
  • Tiedemann Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and has held it in 24 quarters since.
  • Tiedemann Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $2.08M in Q4 2021.
  • 1,334 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.