Guardian Wealth Advisors (North Carolina)’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio RSPU Stock Details RSPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-80	Closed	-$4.53K	–	459
2024 Q1	$4.53K	Buy	+80	New	+$4.3K	﹤0.01%	408

Other funds holding RSPU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s RSPU Position: Q2 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2024, closing a stake of 80 shares — an estimated $4.53K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in RSPU in Q1 2024 and held it in 1 quarter. The position peaked at $4.53K in Q1 2024. 96 funds tracked by Wall St. Rank hold RSPU as of Q2 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 80 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2024, an estimated $4.53K.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2024 and held it in 1 quarter.
Guardian Wealth Advisors (North Carolina)'s Invesco S&P 500 Equal Weight Utilities ETF position peaked at $4.53K in Q1 2024.
96 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 14 Aug 2024.