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

Cedar Brook Financial Partners’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
2024 Q2	–	Sell	-10,141	Closed	-$574K	–	318
2024 Q1	$574K	Buy	10,141 +2,010	+25%	+$108K	0.11%	188
2023 Q4	$440K	Sell	8,131 -887	-10%	-$46.6K	0.1%	214
2023 Q3	$454K	Buy	9,018 +72	+0.8%	+$3.94K	0.12%	185
2023 Q2	$495K	Buy	8,946 +1,212	+16%	+$68.4K	0.12%	183
2023 Q1	$439K	Buy	7,734 +2,842	+58%	+$161K	0.11%	200
2022 Q4	$285K	Buy	4,892 +286	+6%	+$16.1K	0.08%	274
2022 Q3	$245K	Buy	+4,606	New	+$274K	0.08%	276

Other funds holding RSPU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2024, closing a stake of 10,141 shares — an estimated $574K sold.

Cedar Brook Financial Partners first reported a position in RSPU in Q3 2022 and held it in 7 quarters. The position peaked at $574K in Q1 2024. 96 funds tracked by Wall St. Rank hold RSPU as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 10,141 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2024, an estimated $574K.
Cedar Brook Financial Partners first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2022 and held it in 7 quarters.
Cedar Brook Financial Partners's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $574K in Q1 2024.
96 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2024.

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