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

Wealthquest’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 Q1	–	Sell	-1,939	Closed	-$306K	–	139
2023 Q4	$306K	Buy	+1,939	New	+$282K	0.03%	108

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Wealthquest's RSP Position: Q1 2024 in Review

Wealthquest sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2024, closing a stake of 1,939 shares — an estimated $306K sold.

Wealthquest first reported a position in RSP in Q4 2023 and held it in 1 quarter. The position peaked at $306K in Q4 2023. 1,577 funds tracked by Wall St. Rank hold RSP as of Q1 2024.

Wealthquest reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2024 after selling out during the quarter.
Wealthquest sold 1,939 Invesco S&P 500 Equal Weight ETF shares in Q1 2024, an estimated $306K.
Wealthquest first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and held it in 1 quarter.
Wealthquest's Invesco S&P 500 Equal Weight ETF position peaked at $306K in Q4 2023.
1,577 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2024.

Based on Wealthquest's 13F filing for Q1 2024, filed 9 May 2024.