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Cedar Brook Financial Partners’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Cedar Brook Financial Partners’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
2024
Q2 		– Sell
-8,650
Closed -$413K – 317
2024
Q1 		$413K Buy
8,650
+2,180
+34% +$97K 0.08% 241
2023
Q4 		$274K Buy
6,470
+85
+1% +$3.36K 0.06% 313
2023
Q3 		$244K Buy
6,385
+1,215
+24% +$49.2K 0.06% 302
2023
Q2 		$212K Buy
+5,170
New +$195K 0.05% 372

Other funds holding RSPN

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cedar Brook Financial Partners's RSPN Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q2 2024, closing a stake of 8,650 shares — an estimated $413K sold.

Cedar Brook Financial Partners first reported a position in RSPN in Q2 2023 and held it in 4 quarters. The position peaked at $413K in Q1 2024. 138 funds tracked by Wall St. Rank hold RSPN as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 8,650 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2024, an estimated $413K.
  • Cedar Brook Financial Partners first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q2 2023 and held it in 4 quarters.
  • Cedar Brook Financial Partners's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $413K in Q1 2024.
  • 138 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.