Winch Advisory Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Winch Advisory Services’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 Q2	–	Sell	-13	Closed	-$2K	–	439
2023 Q1	$2K	Hold	13	–	–	﹤0.01%	363
2022 Q4	$2K	Hold	13	–	–	﹤0.01%	342
2022 Q3	$2K	Hold	13	–	–	﹤0.01%	331
2022 Q2	$2K	Hold	13	–	–	﹤0.01%	354
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	391
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	411
2021 Q3	$2K	Buy	+13	New	+$1.99K	﹤0.01%	421
2019 Q3	–	Sell	-176	Closed	-$19K	–	415
2019 Q2	$19K	Buy	+176	New	+$18.6K	0.01%	155

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Winch Advisory Services's RSP Position: Q2 2023 in Review

Winch Advisory Services sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2023, closing a stake of 13 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in RSP in Q2 2019 and held it in 8 quarters. The position peaked at $19K in Q2 2019. 1,289 funds tracked by Wall St. Rank hold RSP as of Q2 2023.

Winch Advisory Services reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2023 after selling out during the quarter.
Winch Advisory Services sold 13 Invesco S&P 500 Equal Weight ETF shares in Q2 2023, an estimated $2K.
Winch Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2019 and held it in 8 quarters.
Winch Advisory Services's Invesco S&P 500 Equal Weight ETF position peaked at $19K in Q2 2019.
1,289 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2023.

Based on Winch Advisory Services's 13F filing for Q2 2023, filed 8 Aug 2023.