AWM
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Abound Wealth Management’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Abound Wealth Management’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
2024
Q1 		– Sell
-16
Closed -$690 – 1380
2023
Q4 		$690 Buy
+16
New +$632 ﹤0.01% 853

Other funds holding RSPN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Abound Wealth Management's RSPN Position: Q1 2024 in Review

Abound Wealth Management sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q1 2024, closing a stake of 16 shares — an estimated $690 sold.

Abound Wealth Management first reported a position in RSPN in Q4 2023 and held it in 1 quarter. The position peaked at $690 in Q4 2023. 136 funds tracked by Wall St. Rank hold RSPN as of Q1 2024.

  • Abound Wealth Management reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q1 2024 after selling out during the quarter.
  • Abound Wealth Management sold 16 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2024, an estimated $690.
  • Abound Wealth Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2023 and held it in 1 quarter.
  • Abound Wealth Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $690 in Q4 2023.
  • 136 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2024.

Based on Abound Wealth Management's 13F filing for Q1 2024, filed 8 Aug 2024.