BerganKDV Wealth Management’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

BerganKDV Wealth 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
2022 Q1	–	Sell	-275	Closed	-$9K	–	1090
2021 Q4	$9K	Hold	275	–	–	﹤0.01%	681
2021 Q3	$8K	Buy	+275	New	+$8.77K	﹤0.01%	678

Other funds holding RSPS

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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

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

CAC

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

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

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

BerganKDV Wealth Management's RSPS Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q1 2022, closing a stake of 275 shares — an estimated $9K sold.

BerganKDV Wealth Management first reported a position in RSPS in Q3 2021 and held it in 2 quarters. The position peaked at $9K in Q4 2021. 125 funds tracked by Wall St. Rank hold RSPS as of Q1 2022.

BerganKDV Wealth Management reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q1 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 275 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q1 2022, an estimated $9K.
BerganKDV Wealth Management first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q3 2021 and held it in 2 quarters.
BerganKDV Wealth Management's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $9K in Q4 2021.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.