BFG
RSPS icon

Berger Financial Group’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Berger Financial Group’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
2024
Q4 		– Sell
-7,725
Closed -$250K – 429
2024
Q3 		$250K Hold
7,725
– – 0.02% 344
2024
Q2 		$236K Sell
7,725
-1,105
-13% -$35.1K 0.02% 331
2024
Q1 		$291K Buy
+8,830
New +$279K 0.02% 282

Other funds holding RSPS

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Berger Financial Group's RSPS Position: Q4 2024 in Review

Berger Financial Group sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2024, closing a stake of 7,725 shares — an estimated $250K sold.

Berger Financial Group first reported a position in RSPS in Q1 2024 and held it in 3 quarters. The position peaked at $291K in Q1 2024. 116 funds tracked by Wall St. Rank hold RSPS as of Q4 2024.

  • Berger Financial Group reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2024 after selling out during the quarter.
  • Berger Financial Group sold 7,725 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2024, an estimated $250K.
  • Berger Financial Group first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2024 and held it in 3 quarters.
  • Berger Financial Group's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $291K in Q1 2024.
  • 116 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2024.

Based on Berger Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.