Financial Advocates Investment Management’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Financial Advocates Investment Management’s Portfolio RSPN Stock Details RSPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11,100	Closed	-$222K	–	808
2022 Q4	$222K	Buy	+11,100	New	+$389K	0.02%	651
2018 Q4	–	Sell	-2,500	Closed	-$63K	–	493
2018 Q3	$63K	Buy	+2,500	New	+$61.4K	0.01%	491

Other funds holding RSPN

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

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

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

CCM

Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's RSPN Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q1 2023, closing a stake of 11,100 shares — an estimated $222K sold.

Financial Advocates Investment Management first reported a position in RSPN in Q3 2018 and held it in 2 quarters. The position peaked at $222K in Q4 2022. 111 funds tracked by Wall St. Rank hold RSPN as of Q1 2023.

Financial Advocates Investment Management reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q1 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 11,100 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2023, an estimated $222K.
Financial Advocates Investment Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q3 2018 and held it in 2 quarters.
Financial Advocates Investment Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $222K in Q4 2022.
111 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.