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

WealthStone’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
2021 Q1	$665K	Buy	4,698 +1,240	+36%	+$167K	0.23%	68
2020 Q4	$441K	Buy	+3,458	New	+$411K	0.16%	93
2020 Q3	–	Sell	-5,000	Closed	-$509K	–	237
2020 Q2	$509K	Buy	+5,000	New	+$482K	0.24%	61

Other funds holding RSP

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return

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

WealthStone's RSP Position: Q1 2021 in Review

WealthStone increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 36% in Q1 2021, buying an estimated $167K and bringing the position to 4,698 shares worth $665K. The position accounts for 0.23% of the portfolio, ranked #68.

WealthStone first reported a position in RSP in Q2 2020 and has held it in 3 quarters since. 931 funds tracked by Wall St. Rank hold RSP as of Q1 2021.

WealthStone held 4,698 shares of Invesco S&P 500 Equal Weight ETF worth $665K as of Q1 2021.
WealthStone bought 1,240 Invesco S&P 500 Equal Weight ETF shares in Q1 2021, an estimated $167K.
Invesco S&P 500 Equal Weight ETF made up 0.23% of WealthStone's portfolio in Q1 2021, its #68 holding.
WealthStone first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2020 and has held it in 3 quarters since.
931 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.