Washington Trust’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Washington Trust’s Portfolio RSPN Stock Details RSPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-150	Closed	-$5K	–	955
2022 Q2	$5K	Hold	150	–	–	﹤0.01%	721
2022 Q1	$6K	Hold	150	–	–	﹤0.01%	725
2021 Q4	$6K	Hold	150	–	–	﹤0.01%	728
2021 Q3	$5K	Hold	150	–	–	﹤0.01%	867
2021 Q2	$6K	Hold	150	–	–	﹤0.01%	852
2021 Q1	$5K	Buy	+150	New	+$4.93K	﹤0.01%	826

Other funds holding RSPN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCM

Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Washington Trust's RSPN Position: Q3 2022 in Review

Washington Trust sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q3 2022, closing a stake of 150 shares — an estimated $5K sold.

Washington Trust first reported a position in RSPN in Q1 2021 and held it in 6 quarters. The position peaked at $6K in Q1 2022. 90 funds tracked by Wall St. Rank hold RSPN as of Q3 2022.

Washington Trust reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q3 2022 after selling out during the quarter.
Washington Trust sold 150 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2022, an estimated $5K.
Washington Trust first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2021 and held it in 6 quarters.
Washington Trust's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $6K in Q1 2022.
90 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2022.

Based on Washington Trust's 13F filing for Q3 2022, filed 14 Oct 2022.