Arkadios Wealth Advisors’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-95	Closed	-$2K	–	1534
2021 Q3	$2K	Hold	95	–	–	﹤0.01%	1766
2021 Q2	$3K	Hold	95	–	–	﹤0.01%	1827
2021 Q1	$2K	Buy	+95	New	+$2.88K	﹤0.01%	1543

Other funds holding RSPS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

IPW

IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2021, closing a stake of 95 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in RSPS in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 125 funds tracked by Wall St. Rank hold RSPS as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 95 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2021, an estimated $2K.
Arkadios Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2021 and held it in 3 quarters.
Arkadios Wealth Advisors's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $3K in Q2 2021.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2021.

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