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Geneos Wealth Management’s Invesco S&P 500 Equal Weight Communication Services ETF RSPC Stock Holding History

Geneos Wealth Management’s Portfolio RSPC Stock Details RSPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-604
Closed -$20K – 2757
2022
Q1 		$20K Buy
+604
New +$21K ﹤0.01% 1807

Other funds holding RSPC

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Geneos Wealth Management's RSPC Position: Q2 2022 in Review

Geneos Wealth Management sold out of Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) in Q2 2022, closing a stake of 604 shares — an estimated $20K sold.

Geneos Wealth Management first reported a position in RSPC in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 21 funds tracked by Wall St. Rank hold RSPC as of Q2 2022.

  • Geneos Wealth Management reported no remaining Invesco S&P 500 Equal Weight Communication Services ETF position as of Q2 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 604 Invesco S&P 500 Equal Weight Communication Services ETF shares in Q2 2022, an estimated $20K.
  • Geneos Wealth Management first reported a position in Invesco S&P 500 Equal Weight Communication Services ETF in Q1 2022 and held it in 1 quarter.
  • Geneos Wealth Management's Invesco S&P 500 Equal Weight Communication Services ETF position peaked at $20K in Q1 2022.
  • 21 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Communication Services ETF as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.