Financial Management Concepts’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Financial Management Concepts’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
2021 Q4	$6.18M	Buy	+96,038	New	+$6.19M	4.5%	9

Other funds holding RSPF

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Financial Management Concepts's RSPF Position: Q4 2021 in Review

Financial Management Concepts opened a new position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2021: 96,038 shares worth $6.18M. The stake represents 4.5% of the portfolio and ranks #9 among its holdings.

113 funds tracked by Wall St. Rank hold RSPF as of Q4 2021.

Financial Management Concepts held 96,038 shares of Invesco S&P 500 Equal Weight Financials ETF worth $6.18M as of Q4 2021.
Invesco S&P 500 Equal Weight Financials ETF was a new Financial Management Concepts position in Q4 2021.
Invesco S&P 500 Equal Weight Financials ETF made up 4.5% of Financial Management Concepts's portfolio in Q4 2021, its #9 holding.
113 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2021.

Based on Financial Management Concepts's 13F filing for Q4 2021, filed 14 Feb 2022.