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CoreFirst Bank & Trust’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

CoreFirst Bank & Trust’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
Q1 		– Sell
-1,824
Closed -$106K – 382
2022
Q4 		$106K Buy
+1,824
New +$102K 0.08% 179

Other funds holding RSPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CoreFirst Bank & Trust's RSPU Position: Q1 2023 in Review

CoreFirst Bank & Trust sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2023, closing a stake of 1,824 shares — an estimated $106K sold.

CoreFirst Bank & Trust first reported a position in RSPU in Q4 2022 and held it in 1 quarter. The position peaked at $106K in Q4 2022. 104 funds tracked by Wall St. Rank hold RSPU as of Q1 2023.

  • CoreFirst Bank & Trust reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2023 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 1,824 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2023, an estimated $106K.
  • CoreFirst Bank & Trust first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2022 and held it in 1 quarter.
  • CoreFirst Bank & Trust's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $106K in Q4 2022.
  • 104 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2023.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2023, filed 15 May 2023.