Harvest Group Wealth Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Harvest Group Wealth Management’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
2023 Q1	$3.08K	Sell	61 -2	-3%	-$114	﹤0.01%	103
2022 Q4	$3.55K	Buy	+63	New	+$3.53K	﹤0.01%	94
2021 Q1	–	Sell	-196	Closed	-$9K	–	568
2020 Q4	$9K	Sell	196 -1	-0.5%	-$44	0.01%	235
2020 Q3	$8K	Sell	197 -33	-14%	-$1.27K	0.01%	238
2020 Q2	$8K	Sell	230 -2,870	-93%	-$102K	0.01%	230
2020 Q1	$97K	Sell	3,100 -135,000	-98%	-$5.68M	0.1%	53
2019 Q4	$6.47M	Buy	+138,100	New	+$6.22M	5.65%	11

Other funds holding RSPF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Harvest Group Wealth Management's RSPF Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 3.2% in Q1 2023, selling an estimated $114 and leaving 61 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #103.

Harvest Group Wealth Management first reported a position in RSPF in Q4 2019 and has held it in 7 quarters since. The position peaked at $6.47M in Q4 2019. 106 funds tracked by Wall St. Rank hold RSPF as of Q1 2023.

Harvest Group Wealth Management held 61 shares of Invesco S&P 500 Equal Weight Financials ETF worth $3.08K as of Q1 2023.
Harvest Group Wealth Management sold 2 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2023, an estimated $114.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #103 holding.
Harvest Group Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2019 and has held it in 7 quarters since.
Harvest Group Wealth Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $6.47M in Q4 2019.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.