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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-360	Closed	-$14K	–	496
2022 Q1	$14K	Hold	360	–	–	﹤0.01%	333
2021 Q4	$14K	Buy	360 +55	+18%	+$2.13K	﹤0.01%	361
2021 Q3	$11K	Hold	305	–	–	﹤0.01%	390
2021 Q2	$11K	Hold	305	–	–	﹤0.01%	409
2021 Q1	$11K	Buy	+305	New	+$10K	﹤0.01%	378

Other funds holding RSPN

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

CCM

Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

1834 Investment Advisors sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q2 2022, closing a stake of 360 shares — an estimated $14K sold.

1834 Investment Advisors first reported a position in RSPN in Q1 2021 and held it in 5 quarters. The position peaked at $14K in Q1 2022. 97 funds tracked by Wall St. Rank hold RSPN as of Q2 2022.

1834 Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q2 2022 after selling out during the quarter.
1834 Investment Advisors sold 360 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2022, an estimated $14K.
1834 Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2021 and held it in 5 quarters.
1834 Investment Advisors's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $14K in Q1 2022.
97 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2022.

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