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IFP Advisors’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

IFP Advisors’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-126
Closed -$5.43K – 3222
2023
Q4 		$5.43K Buy
+126
New +$4.98K ﹤0.01% 2397
2017
Q2 		– Sell
-200
Closed -$4K – 4186
2017
Q1 		$4K Hold
200
– – ﹤0.01% 3437
2016
Q4 		$4K Buy
+200
New +$3.84K ﹤0.01% 3421

Other funds holding RSPN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors's RSPN Position: Q1 2024 in Review

IFP Advisors sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q1 2024, closing a stake of 126 shares — an estimated $5.43K sold.

IFP Advisors first reported a position in RSPN in Q4 2016 and held it in 3 quarters. The position peaked at $5.43K in Q4 2023. 136 funds tracked by Wall St. Rank hold RSPN as of Q1 2024.

  • IFP Advisors reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q1 2024 after selling out during the quarter.
  • IFP Advisors sold 126 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2024, an estimated $5.43K.
  • IFP Advisors first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2016 and held it in 3 quarters.
  • IFP Advisors's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $5.43K in Q4 2023.
  • 136 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2024.

Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.