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

Wipfli 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
2022 Q3	$64K	Buy	+500	New	+$70.5K	﹤0.01%	957

Other funds holding RSP

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wipfli Financial Advisors's RSP Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2022: 500 shares worth $64K. The stake represents ﹤0.01% of the portfolio and ranks #957 among its holdings.

1,079 funds tracked by Wall St. Rank hold RSP as of Q3 2022.

Wipfli Financial Advisors held 500 shares of Invesco S&P 500 Equal Weight ETF worth $64K as of Q3 2022.
Invesco S&P 500 Equal Weight ETF was a new Wipfli Financial Advisors position in Q3 2022.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #957 holding.
1,079 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.