FourThought Financial’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

FourThought Financial’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
2022 Q3	$38K	Buy	1,235 +1,000	+426%	+$33.6K	0.01%	685
2022 Q2	$8K	Buy	+235	New	+$8.01K	﹤0.01%	1075
2021 Q4	–	Sell	-1,000	Closed	-$30K	–	1563
2021 Q3	$30K	Hold	1,000	–	–	﹤0.01%	857
2021 Q2	$32K	Hold	1,000	–	–	﹤0.01%	833
2021 Q1	$31K	Hold	1,000	–	–	﹤0.01%	810
2020 Q4	$30K	Buy	+1,000	New	+$29.5K	﹤0.01%	785

Other funds holding RSPS

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

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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FourThought Financial's RSPS Position: Q3 2022 in Review

FourThought Financial increased its Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) stake by 426% in Q3 2022, buying an estimated $33.6K and bringing the position to 1,235 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #685.

FourThought Financial first reported a position in RSPS in Q4 2020 and has held it in 6 quarters since. 130 funds tracked by Wall St. Rank hold RSPS as of Q3 2022.

FourThought Financial held 1,235 shares of Invesco S&P 500 Equal Weight Consumer Staples ETF worth $38K as of Q3 2022.
FourThought Financial bought 1,000 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q3 2022, an estimated $33.6K.
Invesco S&P 500 Equal Weight Consumer Staples ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #685 holding.
FourThought Financial first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2020 and has held it in 6 quarters since.
130 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.