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Veery Capital’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Veery Capital’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
-5,682
Closed -$1.02M – 98
2024
Q3 		$1.02M Sell
5,682
-11,126
-66% -$1.9M 0.38% 33
2024
Q2 		$2.76M Buy
16,808
+1,803
+12% +$297K 1.12% 20
2024
Q1 		$2.54M Buy
15,005
+2,712
+22% +$435K 1.04% 20
2023
Q4 		$1.94M Sell
12,293
-3,122
-20% -$454K 0.87% 22
2023
Q3 		$2.18M Buy
15,415
+2,211
+17% +$330K 1.06% 19
2023
Q2 		$1.98M Buy
13,204
+1,794
+16% +$258K 0.93% 21
2023
Q1 		$1.65M Buy
11,410
+3,781
+50% +$554K 0.88% 22
2022
Q4 		$1.08M Buy
+7,629
New +$1.07M 0.64% 30

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

Veery Capital's RSP Position: Q4 2024 in Review

Veery Capital sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2024, closing a stake of 5,682 shares — an estimated $1.02M sold.

Veery Capital first reported a position in RSP in Q4 2022 and held it in 8 quarters. The position peaked at $2.76M in Q2 2024. 1,913 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

  • Veery Capital reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
  • Veery Capital sold 5,682 Invesco S&P 500 Equal Weight ETF shares in Q4 2024, an estimated $1.02M.
  • Veery Capital first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and held it in 8 quarters.
  • Veery Capital's Invesco S&P 500 Equal Weight ETF position peaked at $2.76M in Q2 2024.
  • 1,913 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

Based on Veery Capital's 13F filing for Q4 2024, filed 15 Jan 2025.