LWM
RSPC icon

Laidlaw Wealth Management’s Invesco S&P 500 Equal Weight Communication Services ETF RSPC Stock Holding History

Laidlaw Wealth Management’s Portfolio RSPC Stock Details RSPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,742
Closed -$265K – 133
2024
Q4 		$265K Hold
7,742
– – 0.12% 149
2024
Q3 		$253K Hold
7,742
– – 0.13% 145
2024
Q2 		$230K Hold
7,742
– – 0.13% 149
2024
Q1 		$231K Hold
7,742
– – 0.13% 154
2023
Q4 		$227K Sell
7,742
-2,754
-26% -$75.7K 0.08% 221
2023
Q3 		$280K Sell
10,496
-2,957
-22% -$82.8K 0.09% 205
2023
Q2 		$383K Sell
13,453
-1,265
-9% -$34.4K 0.07% 225
2023
Q1 		$404K Hold
14,718
– – 0.08% 225
2022
Q4 		$370K Buy
+14,718
New +$376K 0.08% 230

Other funds holding RSPC

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

Laidlaw Wealth Management's RSPC Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) in Q1 2025, closing a stake of 7,742 shares — an estimated $265K sold.

Laidlaw Wealth Management first reported a position in RSPC in Q4 2022 and held it in 9 quarters. The position peaked at $404K in Q1 2023. 31 funds tracked by Wall St. Rank hold RSPC as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Invesco S&P 500 Equal Weight Communication Services ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 7,742 Invesco S&P 500 Equal Weight Communication Services ETF shares in Q1 2025, an estimated $265K.
  • Laidlaw Wealth Management first reported a position in Invesco S&P 500 Equal Weight Communication Services ETF in Q4 2022 and held it in 9 quarters.
  • Laidlaw Wealth Management's Invesco S&P 500 Equal Weight Communication Services ETF position peaked at $404K in Q1 2023.
  • 31 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Communication Services ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.