Avior Wealth Management’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Avior Wealth Management’s Portfolio RSPN Stock Details RSPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-175	Closed	-$6.7K	–	1651
2023 Q3	$6.7K	Hold	175	–	–	﹤0.01%	1112
2023 Q2	$7.16K	Hold	175	–	–	﹤0.01%	1081
2023 Q1	$6.57K	Buy	+175	New	+$6.55K	﹤0.01%	1133

Other funds holding RSPN

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

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

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avior Wealth Management's RSPN Position: Q4 2023 in Review

Avior Wealth Management sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q4 2023, closing a stake of 175 shares — an estimated $6.7K sold.

Avior Wealth Management first reported a position in RSPN in Q1 2023 and held it in 3 quarters. The position peaked at $7.16K in Q2 2023. 132 funds tracked by Wall St. Rank hold RSPN as of Q4 2023.

Avior Wealth Management reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 175 Invesco S&P 500 Equal Weight Industrials ETF shares in Q4 2023, an estimated $6.7K.
Avior Wealth Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2023 and held it in 3 quarters.
Avior Wealth Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $7.16K in Q2 2023.
132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.