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Impact Partnership Wealth’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-80
Closed -$5.14K – 573
2024
Q1 		$5.14K Hold
80
– – ﹤0.01% 500
2023
Q4 		$4.69K Hold
80
– – ﹤0.01% 585
2023
Q3 		$4.05K Buy
+80
New +$4.21K ﹤0.01% 726

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Impact Partnership Wealth's RSPF Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2024, closing a stake of 80 shares — an estimated $5.14K sold.

Impact Partnership Wealth first reported a position in RSPF in Q3 2023 and held it in 3 quarters. The position peaked at $5.14K in Q1 2024. 98 funds tracked by Wall St. Rank hold RSPF as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 80 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2024, an estimated $5.14K.
  • Impact Partnership Wealth first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Invesco S&P 500 Equal Weight Financials ETF position peaked at $5.14K in Q1 2024.
  • 98 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.