Baker Avenue Asset Management’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Baker Avenue Asset Management’s Portfolio RSPS Stock Details RSPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-655	Closed	-$22.3K	–	1733
2023 Q1	$22.3K	Buy	+655	New	+$22K	﹤0.01%	643

Other funds holding RSPS

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

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

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

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

Baker Avenue Asset Management's RSPS Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q2 2023, closing a stake of 655 shares — an estimated $22.3K sold.

Baker Avenue Asset Management first reported a position in RSPS in Q1 2023 and held it in 1 quarter. The position peaked at $22.3K in Q1 2023. 130 funds tracked by Wall St. Rank hold RSPS as of Q2 2023.

Baker Avenue Asset Management reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 655 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2023, an estimated $22.3K.
Baker Avenue Asset Management first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2023 and held it in 1 quarter.
Baker Avenue Asset Management's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $22.3K in Q1 2023.
130 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.