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Horan Securities’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Horan Securities’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
2023
Q3 		– Sell
-76
Closed -$4.25K – 531
2023
Q2 		$4.25K Hold
76
– – ﹤0.01% 496
2023
Q1 		$4.33K Buy
+76
New +$4.3K ﹤0.01% 489

Other funds holding RSPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

Horan Securities's RSPU Position: Q3 2023 in Review

Horan Securities sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2023, closing a stake of 76 shares — an estimated $4.25K sold.

Horan Securities first reported a position in RSPU in Q1 2023 and held it in 2 quarters. The position peaked at $4.33K in Q1 2023. 99 funds tracked by Wall St. Rank hold RSPU as of Q3 2023.

  • Horan Securities reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 76 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2023, an estimated $4.25K.
  • Horan Securities first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2023 and held it in 2 quarters.
  • Horan Securities's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $4.33K in Q1 2023.
  • 99 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.