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Financial Synergies Wealth Advisors’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q2 		– Sell
-227
Closed -$10.8K – 378
2024
Q1 		$10.8K Buy
+227
New +$10.1K ﹤0.01% 246
2023
Q4 		– Sell
-226
Closed -$8.65K – 534
2023
Q3 		$8.65K Buy
226
+1
+0.4% +$40 ﹤0.01% 244
2023
Q2 		$9.25K Buy
225
+75
+50% +$2.82K ﹤0.01% 233
2023
Q1 		$5.65K Buy
+150
New +$5.61K ﹤0.01% 260

Other funds holding RSPN

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Synergies Wealth Advisors's RSPN Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q2 2024, closing a stake of 227 shares — an estimated $10.8K sold.

Financial Synergies Wealth Advisors first reported a position in RSPN in Q1 2023 and held it in 4 quarters. The position peaked at $10.8K in Q1 2024. 138 funds tracked by Wall St. Rank hold RSPN as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 227 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2024, an estimated $10.8K.
  • Financial Synergies Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2023 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $10.8K in Q1 2024.
  • 138 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.