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WestHill Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

WestHill Financial 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
2023
Q1 		– Sell
-394
Closed -$55.7K – 123
2022
Q4 		$55.7K Buy
+394
New +$55.1K 0.02% 84

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WestHill Financial Advisors's RSP Position: Q1 2023 in Review

WestHill Financial Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2023, closing a stake of 394 shares — an estimated $55.7K sold.

WestHill Financial Advisors first reported a position in RSP in Q4 2022 and held it in 1 quarter. The position peaked at $55.7K in Q4 2022. 1,214 funds tracked by Wall St. Rank hold RSP as of Q1 2023.

  • WestHill Financial Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
  • WestHill Financial Advisors sold 394 Invesco S&P 500 Equal Weight ETF shares in Q1 2023, an estimated $55.7K.
  • WestHill Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and held it in 1 quarter.
  • WestHill Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $55.7K in Q4 2022.
  • 1,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2023.

Based on WestHill Financial Advisors's 13F filing for Q1 2023, filed 11 May 2023.