Kore Private Wealth’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-6,580	Closed	-$211K	–	310
2022 Q2	$211K	Buy	+6,580	New	+$229K	0.03%	268
2019 Q1	–	Sell	-250	Closed	-$5K	–	971
2018 Q4	$5K	Buy	+250	New	+$5.67K	﹤0.01%	687

Other funds holding RSPN

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

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

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

OAM

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

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

CCM

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

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

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Kore Private Wealth's RSPN Position: Q3 2022 in Review

Kore Private Wealth sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q3 2022, closing a stake of 6,580 shares — an estimated $211K sold.

Kore Private Wealth first reported a position in RSPN in Q4 2018 and held it in 2 quarters. The position peaked at $211K in Q2 2022. 90 funds tracked by Wall St. Rank hold RSPN as of Q3 2022.

Kore Private Wealth reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q3 2022 after selling out during the quarter.
Kore Private Wealth sold 6,580 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2022, an estimated $211K.
Kore Private Wealth first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2018 and held it in 2 quarters.
Kore Private Wealth's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $211K in Q2 2022.
90 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.