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Iron Horse Wealth Management’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Iron Horse Wealth Management’s Portfolio RSPS Stock Details RSPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15
Closed -$482 – 508
2023
Q4 		$482 Buy
+15
New +$449 ﹤0.01% 455

Other funds holding RSPS

PF
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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
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Iron Horse Wealth Management's RSPS Position: Q1 2024 in Review

Iron Horse Wealth Management sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q1 2024, closing a stake of 15 shares — an estimated $482 sold.

Iron Horse Wealth Management first reported a position in RSPS in Q4 2023 and held it in 1 quarter. The position peaked at $482 in Q4 2023. 123 funds tracked by Wall St. Rank hold RSPS as of Q1 2024.

  • Iron Horse Wealth Management reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q1 2024 after selling out during the quarter.
  • Iron Horse Wealth Management sold 15 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q1 2024, an estimated $482.
  • Iron Horse Wealth Management first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2023 and held it in 1 quarter.
  • Iron Horse Wealth Management's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $482 in Q4 2023.
  • 123 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2024.

Based on Iron Horse Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.