GRP
RSPF icon

Global Retirement Partners’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Global Retirement Partners’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
2024
Q1 		– Sell
-10
Closed -$562 – 3471
2023
Q4 		$562 Sell
10
-920
-99% -$48.9K ﹤0.01% 3052
2023
Q3 		$46.3K Buy
930
+20
+2% +$1.05K ﹤0.01% 1316
2023
Q2 		$46.6K Buy
910
+50
+6% +$2.5K ﹤0.01% 1309
2023
Q1 		$41.8K Sell
860
-205
-19% -$11.7K ﹤0.01% 1319
2022
Q4 		$60.1K Buy
1,065
+1
+0.1% +$56 ﹤0.01% 1001
2022
Q3 		$60K Sell
1,064
-99
-9% -$5.52K ﹤0.01% 946
2022
Q2 		$62K Buy
1,163
+673
+137% +$38.8K 0.01% 915
2022
Q1 		$28K Buy
+490
New +$31.6K ﹤0.01% 1223
2021
Q4 		– Sell
-20
Closed -$1K – 1469
2021
Q3 		$1K Hold
20
– – ﹤0.01% 1928
2021
Q2 		$1K Hold
20
– – ﹤0.01% 1824
2021
Q1 		$1K Sell
20
-60
-75% -$3.16K ﹤0.01% 1737
2020
Q4 		$4K Buy
+80
New +$3.48K ﹤0.01% 1506
2020
Q3 		– Sell
-178
Closed -$7K – 1703
2020
Q2 		$7K Sell
178
-183
-51% -$6.5K ﹤0.01% 1214
2020
Q1 		$11K Sell
361
-12
-3% -$505 ﹤0.01% 1010
2019
Q4 		$18K Hold
373
– – ﹤0.01% 979
2019
Q3 		$16K Buy
373
+175
+88% +$7.56K ﹤0.01% 993
2019
Q2 		$9K Sell
198
-112
-36% -$4.76K ﹤0.01% 1149
2019
Q1 		$12K Hold
310
– – ﹤0.01% 1009
2018
Q4 		$11K Sell
310
-843
-73% -$33.7K ﹤0.01% 951
2018
Q3 		$50K Hold
1,153
– – 0.01% 569
2018
Q2 		$49K Sell
1,153
-1,304
-53% -$57.3K 0.01% 547
2018
Q1 		$108K Sell
2,457
-141
-5% -$6.38K 0.03% 363
2017
Q4 		$115K Buy
2,598
+653
+34% +$27.8K 0.03% 334
2017
Q3 		$80K Buy
1,945
+631
+48% +$25.2K 0.03% 349
2017
Q2 		$52K Buy
+1,314
New +$49.9K 0.02% 404

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $333M AUM 26.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Global Retirement Partners's RSPF Position: Q1 2024 in Review

Global Retirement Partners sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2024, closing a stake of 10 shares — an estimated $562 sold.

Global Retirement Partners first reported a position in RSPF in Q2 2017 and held it in 25 quarters. The position peaked at $115K in Q4 2017. 100 funds tracked by Wall St. Rank hold RSPF as of Q1 2024.

  • Global Retirement Partners reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2024 after selling out during the quarter.
  • Global Retirement Partners sold 10 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2024, an estimated $562.
  • Global Retirement Partners first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2017 and held it in 25 quarters.
  • Global Retirement Partners's Invesco S&P 500 Equal Weight Financials ETF position peaked at $115K in Q4 2017.
  • 100 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2024.

Based on Global Retirement Partners's 13F filing for Q1 2024, filed 23 Apr 2024.