Wealthspire Advisors (Maryland)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$1.82M	Sell	16,804 -2,172	-11%	-$234K	0.06%	138
2020 Q2	$1.93M	Sell	18,976 -2,102	-10%	-$203K	0.14%	98
2020 Q1	$1.77M	Sell	21,078 -116	-0.5%	-$12.3K	0.15%	93
2019 Q4	$2.45M	Sell	21,194 -399	-2%	-$44.3K	0.16%	85
2019 Q3	$2.33M	Buy	21,593 +57	+0.3%	+$6.12K	0.17%	85
2019 Q2	$2.32M	Buy	21,536 +4,111	+24%	+$435K	0.17%	86
2019 Q1	$1.82M	Buy	17,425 +1,112	+7%	+$112K	0.14%	93
2018 Q4	$1.49M	Sell	16,313 -6,197	-28%	-$614K	0.13%	97
2018 Q3	$2.4M	Sell	22,510 -283	-1%	-$29.9K	0.2%	70
2018 Q2	$2.32M	Sell	22,793 -498	-2%	-$50.5K	0.21%	67
2018 Q1	$2.32M	Sell	23,291 -1,377	-6%	-$141K	0.22%	69
2017 Q4	$2.49M	Sell	24,668 -1,388	-5%	-$136K	0.24%	68
2017 Q3	$2.49M	Sell	26,056 -27	-0.1%	-$2.53K	0.27%	61
2017 Q2	$2.42M	Buy	+26,083	New	+$2.39M	0.29%	60

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RSP Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 11% in Q3 2020, selling an estimated $234K and leaving 16,804 shares worth $1.82M. The position accounts for 0.06% of the portfolio, ranked #138.

Wealthspire Advisors (Maryland) first reported a position in RSP in Q2 2017 and has held it in 14 quarters since. The position peaked at $2.49M in Q4 2017. 692 funds tracked by Wall St. Rank hold RSP as of Q3 2020.

Wealthspire Advisors (Maryland) held 16,804 shares of Invesco S&P 500 Equal Weight ETF worth $1.82M as of Q3 2020.
Wealthspire Advisors (Maryland) sold 2,172 Invesco S&P 500 Equal Weight ETF shares in Q3 2020, an estimated $234K.
Invesco S&P 500 Equal Weight ETF made up 0.06% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #138 holding.
Wealthspire Advisors (Maryland) first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2017 and has held it in 14 quarters since.
Wealthspire Advisors (Maryland)'s Invesco S&P 500 Equal Weight ETF position peaked at $2.49M in Q4 2017.
692 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.