Arkadios Wealth Advisors’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-38	Closed	-$1K	–	1536
2021 Q3	$1K	Sell	38 -98	-72%	-$5.29K	﹤0.01%	1830
2021 Q2	$7K	Hold	136	–	–	﹤0.01%	1634
2021 Q1	$7K	Buy	136 +40	+42%	+$1.98K	﹤0.01%	1293
2020 Q4	$4K	Hold	96	–	–	﹤0.01%	1168
2020 Q3	$4.92K	Hold	96	–	–	﹤0.01%	850
2020 Q2	$4.53K	Sell	96 -190	-66%	-$8.78K	﹤0.01%	796
2020 Q1	$12.6K	Buy	286 +2	+0.7%	+$104	0.01%	587
2019 Q4	$16.2K	Buy	+284	New	+$14.8K	0.01%	498

Other funds holding RSPU

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

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

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

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

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

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

LOIM

Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2021, closing a stake of 38 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in RSPU in Q4 2019 and held it in 8 quarters. The position peaked at $16.2K in Q4 2019. 83 funds tracked by Wall St. Rank hold RSPU as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 38 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2021, an estimated $1K.
Arkadios Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2019 and held it in 8 quarters.
Arkadios Wealth Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $16.2K in Q4 2019.
83 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2021.

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