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Beacon Pointe Advisors’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Beacon Pointe Advisors’s Portfolio RSPU Stock Details RSPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,899
Closed -$334K – 1370
2024
Q1 		$334K Buy
+5,899
New +$317K ﹤0.01% 1076

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Beacon Pointe Advisors's RSPU Position: Q2 2024 in Review

Beacon Pointe Advisors sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2024, closing a stake of 5,899 shares — an estimated $334K sold.

Beacon Pointe Advisors first reported a position in RSPU in Q1 2024 and held it in 1 quarter. The position peaked at $334K in Q1 2024. 96 funds tracked by Wall St. Rank hold RSPU as of Q2 2024.

  • Beacon Pointe Advisors reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 5,899 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2024, an estimated $334K.
  • Beacon Pointe Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2024 and held it in 1 quarter.
  • Beacon Pointe Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $334K in Q1 2024.
  • 96 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2024.

Based on Beacon Pointe Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.