1834 Investment Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

1834 Investment Advisors’s Portfolio RSPF Stock Details RSPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-484	Closed	-$31K	–	494
2022 Q1	$31K	Hold	484	–	–	﹤0.01%	280
2021 Q4	$31K	Hold	484	–	–	﹤0.01%	297
2021 Q3	$30K	Sell	484 -346	-42%	-$21.1K	﹤0.01%	308
2021 Q2	$50K	Hold	830	–	–	0.01%	273
2021 Q1	$46K	Buy	830 +354	+74%	+$18.6K	0.01%	274
2020 Q4	$23K	Buy	476 +162	+52%	+$7.05K	﹤0.01%	308
2020 Q3	$12K	Hold	314	–	–	﹤0.01%	331
2020 Q2	$12K	Buy	+314	New	+$11.2K	﹤0.01%	316

Other funds holding RSPF

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

1834 Investment Advisors's RSPF Position: Q2 2022 in Review

1834 Investment Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2022, closing a stake of 484 shares — an estimated $31K sold.

1834 Investment Advisors first reported a position in RSPF in Q2 2020 and held it in 8 quarters. The position peaked at $50K in Q2 2021. 113 funds tracked by Wall St. Rank hold RSPF as of Q2 2022.

1834 Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2022 after selling out during the quarter.
1834 Investment Advisors sold 484 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2022, an estimated $31K.
1834 Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2020 and held it in 8 quarters.
1834 Investment Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $50K in Q2 2021.
113 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2022.

Based on 1834 Investment Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.