Jaffetilchin Investment Partners’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Jaffetilchin Investment Partners’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
2022 Q1	–	Sell	-7,220	Closed	-$286K	–	374
2021 Q4	$286K	Buy	7,220 +640	+10%	+$24.8K	0.03%	287
2021 Q3	$240K	Sell	6,580 -29,375	-82%	-$1.11M	0.03%	312
2021 Q2	$1.17M	Buy	35,955 +28,940	+413%	+$1.08M	0.08%	161
2021 Q1	$249K	Sell	7,015 -22,365	-76%	-$735K	0.03%	300
2020 Q4	$928K	Buy	29,380 +4,955	+20%	+$147K	0.13%	114
2020 Q3	$658K	Buy	+24,425	New	+$641K	0.12%	100
2019 Q2	–	Sell	-31,730	Closed	-$763K	–	324
2019 Q1	$763K	Buy	31,730 +2,445	+8%	+$56.6K	0.17%	96
2018 Q4	$605K	Sell	29,285 -19,085	-39%	-$433K	0.15%	98
2018 Q3	$1.22M	Buy	48,370 +4,740	+11%	+$116K	0.26%	69
2018 Q2	$1M	Buy	+43,630	New	+$1.03M	0.22%	82

Other funds holding RSPN

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jaffetilchin Investment Partners's RSPN Position: Q1 2022 in Review

Jaffetilchin Investment Partners sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q1 2022, closing a stake of 7,220 shares — an estimated $286K sold.

Jaffetilchin Investment Partners first reported a position in RSPN in Q2 2018 and held it in 10 quarters. The position peaked at $1.22M in Q3 2018. 104 funds tracked by Wall St. Rank hold RSPN as of Q1 2022.

Jaffetilchin Investment Partners reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q1 2022 after selling out during the quarter.
Jaffetilchin Investment Partners sold 7,220 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2022, an estimated $286K.
Jaffetilchin Investment Partners first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q2 2018 and held it in 10 quarters.
Jaffetilchin Investment Partners's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $1.22M in Q3 2018.
104 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2022.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2022, filed 13 May 2022.