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

CM Wealth 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
2023
Q4 		– Sell
-20,342
Closed -$2.94M – 79
2023
Q3 		$2.94M Buy
+20,342
New +$570K 1.13% 13

Other funds holding RSPC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

CM Wealth Advisors's RSPC Position: Q4 2023 in Review

CM Wealth Advisors sold out of Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) in Q4 2023, closing a stake of 20,342 shares — an estimated $2.94M sold.

CM Wealth Advisors first reported a position in RSPC in Q3 2023 and held it in 1 quarter. The position peaked at $2.94M in Q3 2023. 29 funds tracked by Wall St. Rank hold RSPC as of Q4 2023.

  • CM Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Communication Services ETF position as of Q4 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 20,342 Invesco S&P 500 Equal Weight Communication Services ETF shares in Q4 2023, an estimated $2.94M.
  • CM Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Communication Services ETF in Q3 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Invesco S&P 500 Equal Weight Communication Services ETF position peaked at $2.94M in Q3 2023.
  • 29 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Communication Services ETF as of Q4 2023.

Based on CM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.