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

Kalos 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
2023
Q3 		– Sell
-255
Closed -$8.54K – 79
2023
Q2 		$8.54K Hold
255
– – 0.02% 103
2023
Q1 		$8.69K Hold
255
– – 0.02% 224
2022
Q4 		$8.7K Buy
+255
New +$8.54K 0.02% 97

Other funds holding RSPS

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kalos Management's RSPS Position: Q3 2023 in Review

Kalos Management sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q3 2023, closing a stake of 255 shares — an estimated $8.54K sold.

Kalos Management first reported a position in RSPS in Q4 2022 and held it in 3 quarters. The position peaked at $8.7K in Q4 2022. 125 funds tracked by Wall St. Rank hold RSPS as of Q3 2023.

  • Kalos Management reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q3 2023 after selling out during the quarter.
  • Kalos Management sold 255 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q3 2023, an estimated $8.54K.
  • Kalos Management first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2022 and held it in 3 quarters.
  • Kalos Management's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $8.7K in Q4 2022.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q3 2023.

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