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Clearstead Advisors’s Invesco S&P 500 Equal Weight Communication Services ETF RSPC Stock Holding History

Clearstead Advisors’s Portfolio RSPC Stock Details RSPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,183
Closed -$337K – 3171
2025
Q3 		$337K Sell
8,183
-762
-9% -$29.5K ﹤0.01% 749
2025
Q2 		$342K Buy
+8,945
New +$317K ﹤0.01% 719
2025
Q1 		– Sell
-14,613
Closed -$500K – 2301
2024
Q4 		$500K Buy
+14,613
New +$499K 0.01% 577

Other funds holding RSPC

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return