Arkadios Wealth Advisors’s Invesco S&P 500 Equal Weight Communication Services ETF RSPC Stock Holding History

Arkadios Wealth Advisors’s Portfolio RSPC Stock Details RSPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-117	Closed	-$4K	–	1527
2021 Q3	$4K	Hold	117	–	–	﹤0.01%	1665
2021 Q2	$4K	Hold	117	–	–	﹤0.01%	1778
2021 Q1	$4K	Buy	+117	New	+$4.12K	﹤0.01%	1426

Other funds holding RSPC

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Arkadios Wealth Advisors's RSPC Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) in Q4 2021, closing a stake of 117 shares — an estimated $4K sold.

Arkadios Wealth Advisors first reported a position in RSPC in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 22 funds tracked by Wall St. Rank hold RSPC as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Communication Services ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 117 Invesco S&P 500 Equal Weight Communication Services ETF shares in Q4 2021, an estimated $4K.
Arkadios Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Communication Services ETF in Q1 2021 and held it in 3 quarters.
Arkadios Wealth Advisors's Invesco S&P 500 Equal Weight Communication Services ETF position peaked at $4K in Q3 2021.
22 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Communication Services ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.