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

Zions Bancorporation’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
2024 Q4	$859K	Hold	4,900	–	–	0.05%	232
2024 Q3	$878K	Hold	4,900	–	–	0.06%	214
2024 Q2	$805K	Buy	+4,900	New	+$806K	0.06%	203
2024 Q1	–	Sell	-820	Closed	-$129K	–	927
2023 Q4	$129K	Hold	820	–	–	0.01%	344
2023 Q3	$116K	Hold	820	–	–	0.01%	338
2023 Q2	$123K	Sell	820 -1,243	-60%	-$179K	0.01%	336
2023 Q1	$298K	Hold	2,063	–	–	0.03%	280
2022 Q4	$291K	Buy	2,063 +1,243	+152%	+$174K	0.02%	287
2022 Q3	$104K	Buy	+820	New	+$116K	0.01%	349
2019 Q2	–	Sell	-1,769	Closed	-$185K	–	962
2019 Q1	$185K	Buy	+1,769	New	+$178K	0.03%	234

Other funds holding RSP

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Zions Bancorporation's RSP Position: Q4 2024 in Review

Zions Bancorporation held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q4 2024 at 4,900 shares worth $859K. The position accounts for 0.05% of the portfolio, ranked #232.

Zions Bancorporation first reported a position in RSP in Q1 2019 and has held it in 10 quarters since. The position peaked at $878K in Q3 2024. 1,914 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

Zions Bancorporation held 4,900 shares of Invesco S&P 500 Equal Weight ETF worth $859K as of Q4 2024.
Zions Bancorporation left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q4 2024.
Invesco S&P 500 Equal Weight ETF made up 0.05% of Zions Bancorporation's portfolio in Q4 2024, its #232 holding.
Zions Bancorporation first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2019 and has held it in 10 quarters since.
Zions Bancorporation's Invesco S&P 500 Equal Weight ETF position peaked at $878K in Q3 2024.
1,914 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.