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Kalos Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Kalos Management’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
2023
Q3 		– Sell
-157
Closed -$8.04K – 75
2023
Q2 		$8.04K Hold
157
– – 0.02% 104
2023
Q1 		$7.92K Hold
157
– – 0.02% 238
2022
Q4 		$8.86K Buy
+157
New +$8.81K 0.02% 96

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Kalos Management's RSPF Position: Q3 2023 in Review

Kalos Management sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q3 2023, closing a stake of 157 shares — an estimated $8.04K sold.

Kalos Management first reported a position in RSPF in Q4 2022 and held it in 3 quarters. The position peaked at $8.86K in Q4 2022. 91 funds tracked by Wall St. Rank hold RSPF as of Q3 2023.

  • Kalos Management reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q3 2023 after selling out during the quarter.
  • Kalos Management sold 157 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2023, an estimated $8.04K.
  • Kalos Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2022 and held it in 3 quarters.
  • Kalos Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $8.86K in Q4 2022.
  • 91 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2023.

Based on Kalos Management's 13F filing for Q3 2023.