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

AMJ Financial 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 Q3	–	Sell	-9,335	Closed	-$424K	–	89
2024 Q2	$424K	Sell	9,335 -242	-3%	-$11.2K	0.13%	63
2024 Q1	$457K	Sell	9,577 -12,672	-57%	-$564K	0.15%	61
2023 Q4	$959K	Sell	22,249 -5,523	-20%	-$218K	0.4%	47
2023 Q3	$1.06M	Buy	27,772 +5,882	+27%	+$238K	0.49%	40
2023 Q2	$895K	Buy	+21,890	New	+$824K	0.39%	46
2021 Q3	–	Sell	-6,515	Closed	-$243K	–	102
2021 Q2	$243K	Buy	+6,515	New	+$242K	0.11%	86

Other funds holding RSPN

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 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

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

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AMJ Financial Wealth Management's RSPN Position: Q3 2024 in Review

AMJ Financial Wealth Management sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q3 2024, closing a stake of 9,335 shares — an estimated $424K sold.

AMJ Financial Wealth Management first reported a position in RSPN in Q2 2021 and held it in 6 quarters. The position peaked at $1.06M in Q3 2023. 130 funds tracked by Wall St. Rank hold RSPN as of Q3 2024.

AMJ Financial Wealth Management reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q3 2024 after selling out during the quarter.
AMJ Financial Wealth Management sold 9,335 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2024, an estimated $424K.
AMJ Financial Wealth Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q2 2021 and held it in 6 quarters.
AMJ Financial Wealth Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $1.06M in Q3 2023.
130 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2024.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.