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

TKG 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
2024
Q4 		– Sell
-20,140
Closed -$3.61M – 109
2024
Q3 		$3.61M Buy
+20,140
New +$3.44M 1.78% 20
2023
Q2 		– Sell
-2,061
Closed -$298K – 108
2023
Q1 		$298K Buy
2,061
+449
+28% +$65.7K 0.19% 70
2022
Q4 		$228K Sell
1,612
-18
-1% -$2.52K 0.15% 77
2022
Q3 		$207K Buy
+1,630
New +$230K 0.16% 70
2022
Q2 		– Sell
-1,885
Closed -$297K – 93
2022
Q1 		$297K Buy
+1,885
New +$294K 0.24% 73

Other funds holding RSP

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

TKG Advisors's RSP Position: Q4 2024 in Review

TKG Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2024, closing a stake of 20,140 shares — an estimated $3.61M sold.

TKG Advisors first reported a position in RSP in Q1 2022 and held it in 5 quarters. The position peaked at $3.61M in Q3 2024. 1,913 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

  • TKG Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
  • TKG Advisors sold 20,140 Invesco S&P 500 Equal Weight ETF shares in Q4 2024, an estimated $3.61M.
  • TKG Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and held it in 5 quarters.
  • TKG Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $3.61M in Q3 2024.
  • 1,913 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

Based on TKG Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.