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Fortis Capital Advisors’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Fortis Capital Advisors’s Portfolio RSPS Stock Details RSPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,870
Closed -$97.8K – 504
2023
Q1 		$97.8K Buy
2,870
+1,730
+152% +$58.1K 0.05% 187
2022
Q4 		$38.9K Buy
+1,140
New +$38.2K 0.02% 325

Other funds holding RSPS

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fortis Capital Advisors's RSPS Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q2 2023, closing a stake of 2,870 shares — an estimated $97.8K sold.

Fortis Capital Advisors first reported a position in RSPS in Q4 2022 and held it in 2 quarters. The position peaked at $97.8K in Q1 2023. 130 funds tracked by Wall St. Rank hold RSPS as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 2,870 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2023, an estimated $97.8K.
  • Fortis Capital Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $97.8K in Q1 2023.
  • 130 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.