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

Carolinas Wealth Consulting’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-95
Closed -$3.5K – 1046
2023
Q3 		$3.5K Buy
+95
New +$3.84K ﹤0.01% 653

Other funds holding RSPN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Carolinas Wealth Consulting sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q4 2023, closing a stake of 95 shares — an estimated $3.5K sold.

Carolinas Wealth Consulting first reported a position in RSPN in Q3 2023 and held it in 1 quarter. The position peaked at $3.5K in Q3 2023. 132 funds tracked by Wall St. Rank hold RSPN as of Q4 2023.

  • Carolinas Wealth Consulting reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q4 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 95 Invesco S&P 500 Equal Weight Industrials ETF shares in Q4 2023, an estimated $3.5K.
  • Carolinas Wealth Consulting first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q3 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $3.5K in Q3 2023.
  • 132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q4 2023.

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