Atlas Capital Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Atlas Capital Advisors’s Portfolio RSPF Stock Details RSPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,679	Closed	-$135K	–	924
2023 Q1	$135K	Hold	2,679	–	–	0.02%	421
2022 Q4	$151K	Hold	2,679	–	–	0.03%	387
2022 Q3	$137K	Hold	2,679	–	–	0.03%	396
2022 Q2	$142K	Hold	2,679	–	–	0.02%	407
2022 Q1	$171K	Hold	2,679	–	–	0.03%	384
2021 Q4	$172K	Sell	2,679 -404	-13%	-$26K	0.03%	379
2021 Q3	$189K	Hold	3,083	–	–	0.03%	349
2021 Q2	$184K	Hold	3,083	–	–	0.03%	369
2021 Q1	$172K	Hold	3,083	–	–	0.03%	344
2020 Q4	$148K	Buy	+3,083	New	+$134K	0.03%	340
2020 Q3	–	Sell	-4,549	Closed	-$169K	–	529
2020 Q2	$169K	Sell	4,549 -362	-7%	-$12.9K	0.04%	336
2020 Q1	$154K	Sell	4,911 -1,671	-25%	-$70.3K	0.05%	309
2019 Q4	$309K	Sell	6,582 -885	-12%	-$39.9K	0.08%	259
2019 Q3	$326K	Sell	7,467 -1,243	-14%	-$53.7K	0.1%	250
2019 Q2	$378K	Buy	+8,710	New	+$371K	0.12%	201

Other funds holding RSPF

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RJA

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Atlas Capital Advisors's RSPF Position: Q2 2023 in Review

Atlas Capital Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2023, closing a stake of 2,679 shares — an estimated $135K sold.

Atlas Capital Advisors first reported a position in RSPF in Q2 2019 and held it in 15 quarters. The position peaked at $378K in Q2 2019. 97 funds tracked by Wall St. Rank hold RSPF as of Q2 2023.

Atlas Capital Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2023 after selling out during the quarter.
Atlas Capital Advisors sold 2,679 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2023, an estimated $135K.
Atlas Capital Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2019 and held it in 15 quarters.
Atlas Capital Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $378K in Q2 2019.
97 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2023.

Based on Atlas Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.