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

Triad Financial 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	$213K	Hold	1,500	–	–	0.07%	96
2023 Q2	$224K	Hold	1,500	–	–	0.09%	92
2023 Q1	$217K	Hold	1,500	–	–	0.09%	94
2022 Q4	$212K	Buy	+1,500	New	+$210K	0.09%	105
2022 Q3	–	Sell	-1,500	Closed	-$201K	–	108
2022 Q2	$201K	Hold	1,500	–	–	0.11%	102
2022 Q1	$237K	Hold	1,500	–	–	0.13%	99
2021 Q4	$244K	Buy	+1,500	New	+$237K	0.14%	107

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Triad Financial Advisors's RSP Position: Q3 2023 in Review

Triad Financial Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2023 at 1,500 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #96.

Triad Financial Advisors first reported a position in RSP in Q4 2021 and has held it in 7 quarters since. The position peaked at $244K in Q4 2021. 1,331 funds tracked by Wall St. Rank hold RSP as of Q3 2023.

Triad Financial Advisors held 1,500 shares of Invesco S&P 500 Equal Weight ETF worth $213K as of Q3 2023.
Triad Financial Advisors left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2023.
Invesco S&P 500 Equal Weight ETF made up 0.07% of Triad Financial Advisors's portfolio in Q3 2023, its #96 holding.
Triad Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 7 quarters since.
Triad Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $244K in Q4 2021.
1,331 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.