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

Carolinas Wealth Consulting’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
2023
Q4 		– Sell
-106
Closed -$3.08K – 1047
2023
Q3 		$3.08K Buy
+106
New +$3.46K ﹤0.01% 684

Other funds holding RSPS

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

Carolinas Wealth Consulting sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2023, closing a stake of 106 shares — an estimated $3.08K sold.

Carolinas Wealth Consulting first reported a position in RSPS in Q3 2023 and held it in 1 quarter. The position peaked at $3.08K in Q3 2023. 128 funds tracked by Wall St. Rank hold RSPS as of Q4 2023.

  • Carolinas Wealth Consulting reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 106 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2023, an estimated $3.08K.
  • Carolinas Wealth Consulting first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q3 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $3.08K in Q3 2023.
  • 128 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2023.

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