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Carolinas Wealth Consulting’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Carolinas Wealth Consulting’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-70
Closed -$3.46K – 1043
2023
Q3 		$3.46K Buy
+70
New +$3.69K ﹤0.01% 658

Other funds holding RSPF

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

Carolinas Wealth Consulting's RSPF Position: Q4 2023 in Review

Carolinas Wealth Consulting sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2023, closing a stake of 70 shares — an estimated $3.46K sold.

Carolinas Wealth Consulting first reported a position in RSPF in Q3 2023 and held it in 1 quarter. The position peaked at $3.46K in Q3 2023. 100 funds tracked by Wall St. Rank hold RSPF as of Q4 2023.

  • Carolinas Wealth Consulting reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 70 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2023, an estimated $3.46K.
  • Carolinas Wealth Consulting first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q3 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Invesco S&P 500 Equal Weight Financials ETF position peaked at $3.46K in Q3 2023.
  • 100 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.