AWM
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Accurate Wealth Management’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Accurate Wealth Management’s Portfolio RSPS Stock Details RSPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-45
Closed -$1.55K – 1178
2022
Q4 		$1.55K Buy
+45
New +$1.51K ﹤0.01% 1263

Other funds holding RSPS

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accurate Wealth Management's RSPS Position: Q1 2023 in Review

Accurate Wealth Management sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q1 2023, closing a stake of 45 shares — an estimated $1.55K sold.

Accurate Wealth Management first reported a position in RSPS in Q4 2022 and held it in 1 quarter. The position peaked at $1.55K in Q4 2022. 135 funds tracked by Wall St. Rank hold RSPS as of Q1 2023.

  • Accurate Wealth Management reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 45 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q1 2023, an estimated $1.55K.
  • Accurate Wealth Management first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $1.55K in Q4 2022.
  • 135 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.