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Epic Trust Investment Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Epic Trust Investment Advisors’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-16,020
Closed -$852K – 108
2022
Q2 		$852K Buy
+16,020
New +$925K 1.61% 21

Other funds holding RSPF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Epic Trust Investment Advisors's RSPF Position: Q3 2022 in Review

Epic Trust Investment Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q3 2022, closing a stake of 16,020 shares — an estimated $852K sold.

Epic Trust Investment Advisors first reported a position in RSPF in Q2 2022 and held it in 1 quarter. The position peaked at $852K in Q2 2022. 99 funds tracked by Wall St. Rank hold RSPF as of Q3 2022.

  • Epic Trust Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q3 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 16,020 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2022, an estimated $852K.
  • Epic Trust Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2022 and held it in 1 quarter.
  • Epic Trust Investment Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $852K in Q2 2022.
  • 99 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.