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

Atria Wealth Solutions’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
2025
Q1 		– Sell
-16,288
Closed -$557K – 2050
2024
Q4 		$557K Sell
16,288
-303
-2% -$10.3K 0.01% 1219
2024
Q3 		$543K Buy
16,591
+1,774
+12% +$55K 0.01% 1210
2024
Q2 		$440K Buy
14,817
+129
+0.9% +$3.76K ﹤0.01% 1306
2024
Q1 		$438K Sell
14,688
-631
-4% -$18.4K ﹤0.01% 1325
2023
Q4 		$449K Sell
15,319
-3,327
-18% -$91.5K 0.01% 1271
2023
Q3 		$497K Buy
+18,646
New +$522K 0.01% 1129

Other funds holding RSPC

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

Atria Wealth Solutions's RSPC Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) in Q1 2025, closing a stake of 16,288 shares — an estimated $557K sold.

Atria Wealth Solutions first reported a position in RSPC in Q3 2023 and held it in 6 quarters. The position peaked at $557K in Q4 2024. 31 funds tracked by Wall St. Rank hold RSPC as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Invesco S&P 500 Equal Weight Communication Services ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 16,288 Invesco S&P 500 Equal Weight Communication Services ETF shares in Q1 2025, an estimated $557K.
  • Atria Wealth Solutions first reported a position in Invesco S&P 500 Equal Weight Communication Services ETF in Q3 2023 and held it in 6 quarters.
  • Atria Wealth Solutions's Invesco S&P 500 Equal Weight Communication Services ETF position peaked at $557K in Q4 2024.
  • 31 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Communication Services ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.