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

Epic Trust Investment Advisors’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
Q3 		– Sell
-15,890
Closed -$908K – 109
2022
Q2 		$908K Buy
+15,890
New +$943K 1.72% 17

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

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

Epic Trust Investment Advisors sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2022, closing a stake of 15,890 shares — an estimated $908K sold.

Epic Trust Investment Advisors first reported a position in RSPU in Q2 2022 and held it in 1 quarter. The position peaked at $908K in Q2 2022. 111 funds tracked by Wall St. Rank hold RSPU as of Q3 2022.

  • Epic Trust Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 15,890 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2022, an estimated $908K.
  • Epic Trust Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2022 and held it in 1 quarter.
  • Epic Trust Investment Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $908K in Q2 2022.
  • 111 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2022.

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