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Ulrich Consultants & Investment Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Ulrich Consultants & Investment Group’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
-1,430
Closed -$207K – 26
2023
Q1 		$207K Hold
1,430
– – 0.43% 23
2022
Q4 		$202K Buy
+1,430
New +$200K 0.45% 23

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ulrich Consultants & Investment Group's RSP Position: Q2 2023 in Review

Ulrich Consultants & Investment Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2023, closing a stake of 1,430 shares — an estimated $207K sold.

Ulrich Consultants & Investment Group first reported a position in RSP in Q4 2022 and held it in 2 quarters. The position peaked at $207K in Q1 2023. 1,287 funds tracked by Wall St. Rank hold RSP as of Q2 2023.

  • Ulrich Consultants & Investment Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2023 after selling out during the quarter.
  • Ulrich Consultants & Investment Group sold 1,430 Invesco S&P 500 Equal Weight ETF shares in Q2 2023, an estimated $207K.
  • Ulrich Consultants & Investment Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and held it in 2 quarters.
  • Ulrich Consultants & Investment Group's Invesco S&P 500 Equal Weight ETF position peaked at $207K in Q1 2023.
  • 1,287 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2023.

Based on Ulrich Consultants & Investment Group's 13F filing for Q2 2023, filed 7 Aug 2023.