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EWG Elevate’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

EWG Elevate’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
2023
Q1 		– Sell
-132
Closed -$7.45K – 625
2022
Q4 		$7.45K Buy
+132
New +$7.41K ﹤0.01% 427

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EWG Elevate's RSPF Position: Q1 2023 in Review

EWG Elevate sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2023, closing a stake of 132 shares — an estimated $7.45K sold.

EWG Elevate first reported a position in RSPF in Q4 2022 and held it in 1 quarter. The position peaked at $7.45K in Q4 2022. 107 funds tracked by Wall St. Rank hold RSPF as of Q1 2023.

  • EWG Elevate reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 132 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2023, an estimated $7.45K.
  • EWG Elevate first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2022 and held it in 1 quarter.
  • EWG Elevate's Invesco S&P 500 Equal Weight Financials ETF position peaked at $7.45K in Q4 2022.
  • 107 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.