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Wealthstreet Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Wealthstreet Investment Advisors’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
Q2 		– Sell
-22,100
Closed -$3.13M – 272
2021
Q1 		$3.13M Sell
22,100
-150
-0.7% -$20.2K 0.31% 77
2020
Q4 		$2.84M Sell
22,250
-500
-2% -$59.5K 0.29% 78
2020
Q3 		$2.46M Sell
22,750
-25
-0.1% -$2.7K 0.27% 86
2020
Q2 		$2.32M Sell
22,775
-2,190
-9% -$211K 0.28% 85
2020
Q1 		$2.1M Sell
24,965
-2,400
-9% -$255K 0.31% 80
2019
Q4 		$3.17M Buy
27,365
+160
+0.6% +$17.8K 0.37% 67
2019
Q3 		$2.99M Buy
27,205
+100
+0.4% +$10.7K 0.38% 66
2019
Q2 		$2.92M Sell
27,105
-50
-0.2% -$5.29K 0.38% 67
2019
Q1 		$2.84M Buy
27,155
+515
+2% +$51.9K 0.37% 69
2018
Q4 		$2.62M Buy
26,640
+2,825
+12% +$280K 0.37% 70
2018
Q3 		$2.54M Buy
23,815
+6,115
+35% +$646K 0.31% 75
2018
Q2 		$1.8M Buy
17,700
+550
+3% +$55.7K 0.24% 104
2018
Q1 		$1.71M Buy
17,150
+200
+1% +$20.5K 0.21% 110
2017
Q4 		$1.71M Buy
+16,950
New +$1.66M 0.21% 112

Other funds holding RSP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return

Wealthstreet Investment Advisors's RSP Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2021, closing a stake of 22,100 shares — an estimated $3.13M sold.

Wealthstreet Investment Advisors first reported a position in RSP in Q4 2017 and held it in 14 quarters. The position peaked at $3.17M in Q4 2019. 984 funds tracked by Wall St. Rank hold RSP as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 22,100 Invesco S&P 500 Equal Weight ETF shares in Q2 2021, an estimated $3.13M.
  • Wealthstreet Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $3.17M in Q4 2019.
  • 984 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.