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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

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

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

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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