Envestnet Asset Management
RSPC icon

Envestnet Asset Management’s Invesco S&P 500 Equal Weight Communication Services ETF RSPC Stock Holding History

Envestnet Asset Management’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
2024
Q3 		– Sell
-232,494
Closed -$6.9M – 4305
2024
Q2 		$6.9M Buy
232,494
+1,075
+0.5% +$31.4K ﹤0.01% 1803
2024
Q1 		$6.9M Sell
231,419
-1,265
-0.5% -$37K ﹤0.01% 1761
2023
Q4 		$6.82M Buy
+232,684
New +$6.4M ﹤0.01% 1682
2021
Q2 		– Sell
-10,470
Closed -$389K – 3691
2021
Q1 		$389K Buy
+10,470
New +$369K ﹤0.01% 2992

Other funds holding RSPC

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Envestnet Asset Management's RSPC Position: Q3 2024 in Review

Envestnet Asset Management sold out of Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) in Q3 2024, closing a stake of 232,494 shares — an estimated $6.9M sold.

Envestnet Asset Management first reported a position in RSPC in Q1 2021 and held it in 4 quarters. The position peaked at $6.9M in Q2 2024. 35 funds tracked by Wall St. Rank hold RSPC as of Q3 2024.

  • Envestnet Asset Management reported no remaining Invesco S&P 500 Equal Weight Communication Services ETF position as of Q3 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 232,494 Invesco S&P 500 Equal Weight Communication Services ETF shares in Q3 2024, an estimated $6.9M.
  • Envestnet Asset Management first reported a position in Invesco S&P 500 Equal Weight Communication Services ETF in Q1 2021 and held it in 4 quarters.
  • Envestnet Asset Management's Invesco S&P 500 Equal Weight Communication Services ETF position peaked at $6.9M in Q2 2024.
  • 35 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Communication Services ETF as of Q3 2024.

Based on Envestnet Asset Management's 13F filing for Q3 2024, filed 7 Nov 2024.