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COWA LLC’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

COWA LLC’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
2022
Q1 		– Sell
-38,310
Closed -$3.13M – 146
2021
Q4 		$3.13M Buy
+38,310
New +$2.06M 1.57% 19

Other funds holding RSPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

COWA LLC's RSPU Position: Q1 2022 in Review

COWA LLC sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2022, closing a stake of 38,310 shares — an estimated $3.13M sold.

COWA LLC first reported a position in RSPU in Q4 2021 and held it in 1 quarter. The position peaked at $3.13M in Q4 2021. 93 funds tracked by Wall St. Rank hold RSPU as of Q1 2022.

  • COWA LLC reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2022 after selling out during the quarter.
  • COWA LLC sold 38,310 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2022, an estimated $3.13M.
  • COWA LLC first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2021 and held it in 1 quarter.
  • COWA LLC's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $3.13M in Q4 2021.
  • 93 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2022.

Based on COWA LLC's 13F filing for Q1 2022, filed 13 May 2022.