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

Financial Services Advisory’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 Q1	–	Sell	-12,753	Closed	-$821K	–	41
2021 Q4	$821K	Buy	12,753 +783	+7%	+$50.5K	0.26%	35
2021 Q3	$735K	Buy	11,970 +835	+7%	+$50.9K	0.25%	35
2021 Q2	$666K	Buy	11,135 +207	+2%	+$12.4K	0.28%	32
2021 Q1	$610K	Buy	10,928 +1,460	+15%	+$76.8K	0.28%	28
2020 Q4	$455K	Buy	+9,468	New	+$412K	0.18%	26
2019 Q3	–	Sell	-19,866	Closed	-$861K	–	23
2019 Q2	$861K	Buy	+19,866	New	+$845K	0.56%	22
2018 Q1	–	Sell	-11,842	Closed	-$523K	–	28
2017 Q4	$523K	Buy	+11,842	New	+$505K	0.39%	25

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

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

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

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

FIM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Financial Services Advisory's RSPF Position: Q1 2022 in Review

Financial Services Advisory sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2022, closing a stake of 12,753 shares — an estimated $821K sold.

Financial Services Advisory first reported a position in RSPF in Q4 2017 and held it in 7 quarters. The position peaked at $861K in Q2 2019. 126 funds tracked by Wall St. Rank hold RSPF as of Q1 2022.

Financial Services Advisory reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2022 after selling out during the quarter.
Financial Services Advisory sold 12,753 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2022, an estimated $821K.
Financial Services Advisory first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2017 and held it in 7 quarters.
Financial Services Advisory's Invesco S&P 500 Equal Weight Financials ETF position peaked at $861K in Q2 2019.
126 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2022.

Based on Financial Services Advisory's 13F filing for Q1 2022, filed 12 May 2022.