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Gerber Kawasaki Wealth & Investment Management’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-150
Closed -$5K – 919
2021
Q3 		$5K Buy
+150
New +$5.67K ﹤0.01% 772

Other funds holding RSPN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMC
Financial Management Concepts Winter Springs, Florida $137M AUM 18.74% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's RSPN Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q4 2021, closing a stake of 150 shares — an estimated $5K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in RSPN in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 106 funds tracked by Wall St. Rank hold RSPN as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 150 Invesco S&P 500 Equal Weight Industrials ETF shares in Q4 2021, an estimated $5K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $5K in Q3 2021.
  • 106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.