Equitable Holdings’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Equitable Holdings’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 Q4	–	Sell	-4,258	Closed	-$218K	–	943
2022 Q3	$218K	Sell	4,258 -142	-3%	-$7.91K	﹤0.01%	789
2022 Q2	$234K	Sell	4,400 -643	-13%	-$37.1K	﹤0.01%	771
2022 Q1	$321K	Buy	5,043 +644	+15%	+$41.5K	0.01%	700
2021 Q4	$283K	Buy	4,399 +50	+1%	+$3.22K	﹤0.01%	728
2021 Q3	$267K	Sell	4,349 -125	-3%	-$7.61K	﹤0.01%	711
2021 Q2	$267K	Buy	+4,474	New	+$268K	﹤0.01%	699

Other funds holding RSPF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFG

Marmo Financial Group Johnson City, Tennessee $202M AUM 13.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Equitable Holdings's RSPF Position: Q4 2022 in Review

Equitable Holdings sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2022, closing a stake of 4,258 shares — an estimated $218K sold.

Equitable Holdings first reported a position in RSPF in Q2 2021 and held it in 6 quarters. The position peaked at $321K in Q1 2022. 109 funds tracked by Wall St. Rank hold RSPF as of Q4 2022.

Equitable Holdings reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2022 after selling out during the quarter.
Equitable Holdings sold 4,258 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2022, an estimated $218K.
Equitable Holdings first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2021 and held it in 6 quarters.
Equitable Holdings's Invesco S&P 500 Equal Weight Financials ETF position peaked at $321K in Q1 2022.
109 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2022.

Based on Equitable Holdings's 13F filing for Q4 2022, filed 14 Feb 2023.