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Guardian Wealth Management (Illinois)’s Invesco S&P 500 Equal Weight Communication Services ETF RSPC Stock Holding History

Guardian Wealth Management (Illinois)’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
2023
Q1 		– Sell
-1,787
Closed -$44.9K – 249
2022
Q4 		$44.9K Buy
+1,787
New +$45.6K 0.04% 120

Other funds holding RSPC

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s RSPC Position: Q1 2023 in Review

Guardian Wealth Management (Illinois) sold out of Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) in Q1 2023, closing a stake of 1,787 shares — an estimated $44.9K sold.

Guardian Wealth Management (Illinois) first reported a position in RSPC in Q4 2022 and held it in 1 quarter. The position peaked at $44.9K in Q4 2022. 28 funds tracked by Wall St. Rank hold RSPC as of Q1 2023.

  • Guardian Wealth Management (Illinois) reported no remaining Invesco S&P 500 Equal Weight Communication Services ETF position as of Q1 2023 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 1,787 Invesco S&P 500 Equal Weight Communication Services ETF shares in Q1 2023, an estimated $44.9K.
  • Guardian Wealth Management (Illinois) first reported a position in Invesco S&P 500 Equal Weight Communication Services ETF in Q4 2022 and held it in 1 quarter.
  • Guardian Wealth Management (Illinois)'s Invesco S&P 500 Equal Weight Communication Services ETF position peaked at $44.9K in Q4 2022.
  • 28 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Communication Services ETF as of Q1 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2023, filed 9 May 2023.