Dynamic Advisor Solutions’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Dynamic Advisor Solutions’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	-8,262	Closed	-$481K	–	795
2022 Q4	$481K	Buy	8,262 +824	+11%	+$46.3K	0.03%	454
2022 Q3	$396K	Buy	7,438 +910	+14%	+$54.2K	0.03%	445
2022 Q2	$373K	Buy	+6,528	New	+$387K	0.03%	478
2016 Q2	–	Sell	-5,416	Closed	-$225K	–	211
2016 Q1	$225K	Buy	+5,416	New	+$208K	0.1%	188

Other funds holding RSPU

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

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

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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Dynamic Advisor Solutions's RSPU Position: Q1 2023 in Review

Dynamic Advisor Solutions sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2023, closing a stake of 8,262 shares — an estimated $481K sold.

Dynamic Advisor Solutions first reported a position in RSPU in Q1 2016 and held it in 4 quarters. The position peaked at $481K in Q4 2022. 104 funds tracked by Wall St. Rank hold RSPU as of Q1 2023.

Dynamic Advisor Solutions reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2023 after selling out during the quarter.
Dynamic Advisor Solutions sold 8,262 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2023, an estimated $481K.
Dynamic Advisor Solutions first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2016 and held it in 4 quarters.
Dynamic Advisor Solutions's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $481K 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 Dynamic Advisor Solutions's 13F filing for Q1 2023, filed 11 Apr 2023.