HPC
RSPF icon

HM Payson & Co’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

HM Payson & Co’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
-65
Closed -$3.81K – 1003
2023
Q4 		$3.81K Buy
+65
New +$3.46K ﹤0.01% 881

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $280M AUM 18.25% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

HM Payson & Co's RSPF Position: Q1 2024 in Review

HM Payson & Co sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2024, closing a stake of 65 shares — an estimated $3.81K sold.

HM Payson & Co first reported a position in RSPF in Q4 2023 and held it in 1 quarter. The position peaked at $3.81K in Q4 2023. 101 funds tracked by Wall St. Rank hold RSPF as of Q1 2024.

  • HM Payson & Co reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2024 after selling out during the quarter.
  • HM Payson & Co sold 65 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2024, an estimated $3.81K.
  • HM Payson & Co first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2023 and held it in 1 quarter.
  • HM Payson & Co's Invesco S&P 500 Equal Weight Financials ETF position peaked at $3.81K in Q4 2023.
  • 101 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2024.

Based on HM Payson & Co's 13F filing for Q1 2024, filed 20 Jun 2024.