Wealth Management Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Wealth Management Partners’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	–	Sell	-3,844	Closed	-$575K	–	120
2023 Q2	$575K	Sell	3,844 -255	-6%	-$36.7K	0.36%	57
2023 Q1	$593K	Buy	4,099 +99	+2%	+$14.5K	0.41%	52
2022 Q4	$579K	Hold	4,000	–	–	0.48%	50
2022 Q3	$533K	Hold	4,000	–	–	0.47%	52
2022 Q2	$561K	Hold	4,000	–	–	0.49%	49
2022 Q1	$660K	Hold	4,000	–	–	0.47%	48
2021 Q4	$663K	Sell	4,000 -32	-0.8%	-$5.06K	0.46%	50
2021 Q3	$604K	Buy	4,032 +128	+3%	+$19.6K	0.45%	52
2021 Q2	$588K	Buy	3,904 +889	+29%	+$132K	0.41%	58
2021 Q1	$434K	Buy	3,015 +141	+5%	+$19K	0.32%	69
2020 Q4	$376K	Buy	+2,874	New	+$342K	0.29%	76

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

Wealth Management Partners's RSP Position: Q3 2023 in Review

Wealth Management Partners sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2023, closing a stake of 3,844 shares — an estimated $575K sold.

Wealth Management Partners first reported a position in RSP in Q4 2020 and held it in 11 quarters. The position peaked at $663K in Q4 2021. 1,331 funds tracked by Wall St. Rank hold RSP as of Q3 2023.

Wealth Management Partners reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2023 after selling out during the quarter.
Wealth Management Partners sold 3,844 Invesco S&P 500 Equal Weight ETF shares in Q3 2023, an estimated $575K.
Wealth Management Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and held it in 11 quarters.
Wealth Management Partners's Invesco S&P 500 Equal Weight ETF position peaked at $663K 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 Wealth Management Partners's 13F filing for Q3 2023, filed 25 Oct 2023.