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Atria Wealth Solutions’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Atria Wealth Solutions’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
2024
Q4 		– Sell
-4,149
Closed -$286K – 2076
2024
Q3 		$286K Sell
4,149
-3,931
-49% -$259K ﹤0.01% 1542
2024
Q2 		$495K Sell
8,080
-291
-3% -$17.9K 0.01% 1243
2024
Q1 		$538K Buy
+8,371
New +$504K 0.01% 1224
2023
Q3 		– Sell
-8,253
Closed -$423K – 1963
2023
Q2 		$423K Buy
+8,253
New +$413K 0.01% 1237

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Wealth Solutions's RSPF Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2024, closing a stake of 4,149 shares — an estimated $286K sold.

Atria Wealth Solutions first reported a position in RSPF in Q2 2023 and held it in 4 quarters. The position peaked at $538K in Q1 2024. 100 funds tracked by Wall St. Rank hold RSPF as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,149 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2024, an estimated $286K.
  • Atria Wealth Solutions first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2023 and held it in 4 quarters.
  • Atria Wealth Solutions's Invesco S&P 500 Equal Weight Financials ETF position peaked at $538K in Q1 2024.
  • 100 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.