Foundations Investment Advisors’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Foundations Investment Advisors’s Portfolio RSPU Stock Details RSPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-13,062	Closed	-$758K	–	854
2024 Q2	$758K	Buy	+13,062	New	+$764K	0.02%	399

Other funds holding RSPU

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Foundations Investment Advisors's RSPU Position: Q3 2024 in Review

Foundations Investment Advisors sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2024, closing a stake of 13,062 shares — an estimated $758K sold.

Foundations Investment Advisors first reported a position in RSPU in Q2 2024 and held it in 1 quarter. The position peaked at $758K in Q2 2024. 103 funds tracked by Wall St. Rank hold RSPU as of Q3 2024.

Foundations Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2024 after selling out during the quarter.
Foundations Investment Advisors sold 13,062 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2024, an estimated $758K.
Foundations Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2024 and held it in 1 quarter.
Foundations Investment Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $758K in Q2 2024.
103 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2024.

Based on Foundations Investment Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.