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

Carolinas Wealth Consulting’s Portfolio RSPU Stock Details RSPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-65
Closed -$3.31K – 1048
2023
Q3 		$3.31K Buy
+65
New +$3.55K ﹤0.01% 665

Other funds holding RSPU

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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Carolinas Wealth Consulting sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2023, closing a stake of 65 shares — an estimated $3.31K sold.

Carolinas Wealth Consulting first reported a position in RSPU in Q3 2023 and held it in 1 quarter. The position peaked at $3.31K in Q3 2023. 91 funds tracked by Wall St. Rank hold RSPU as of Q4 2023.

  • Carolinas Wealth Consulting reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 65 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2023, an estimated $3.31K.
  • Carolinas Wealth Consulting first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $3.31K in Q3 2023.
  • 91 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2023.

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