AWA
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Arete Wealth Advisors’s Invesco ESG S&P 500 Equal Weight ETF RSPE Stock Holding History

Arete Wealth Advisors’s Portfolio RSPE Stock Details RSPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,993
Closed -$200K – 735
2023
Q1 		$200K Buy
+8,993
New +$202K 0.02% 582

Other funds holding RSPE

SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Arete Wealth Advisors's RSPE Position: Q2 2023 in Review

Arete Wealth Advisors sold out of Invesco ESG S&P 500 Equal Weight ETF (RSPE) in Q2 2023, closing a stake of 8,993 shares — an estimated $200K sold.

Arete Wealth Advisors first reported a position in RSPE in Q1 2023 and held it in 1 quarter. The position peaked at $200K in Q1 2023. 12 funds tracked by Wall St. Rank hold RSPE as of Q2 2023.

  • Arete Wealth Advisors reported no remaining Invesco ESG S&P 500 Equal Weight ETF position as of Q2 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 8,993 Invesco ESG S&P 500 Equal Weight ETF shares in Q2 2023, an estimated $200K.
  • Arete Wealth Advisors first reported a position in Invesco ESG S&P 500 Equal Weight ETF in Q1 2023 and held it in 1 quarter.
  • Arete Wealth Advisors's Invesco ESG S&P 500 Equal Weight ETF position peaked at $200K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held Invesco ESG S&P 500 Equal Weight ETF as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.