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Gladstone Institutional Advisory’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Gladstone Institutional Advisory’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,370
Closed -$215K – 717
2022
Q1 		$215K Buy
+3,370
New +$217K 0.01% 651

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Gladstone Institutional Advisory's RSPF Position: Q2 2022 in Review

Gladstone Institutional Advisory sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2022, closing a stake of 3,370 shares — an estimated $215K sold.

Gladstone Institutional Advisory first reported a position in RSPF in Q1 2022 and held it in 1 quarter. The position peaked at $215K in Q1 2022. 113 funds tracked by Wall St. Rank hold RSPF as of Q2 2022.

  • Gladstone Institutional Advisory reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,370 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2022, an estimated $215K.
  • Gladstone Institutional Advisory first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2022 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Invesco S&P 500 Equal Weight Financials ETF position peaked at $215K in Q1 2022.
  • 113 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.