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

Laidlaw Wealth 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
2022 Q2	–	Sell	-4,459	Closed	-$284K	–	400
2022 Q1	$284K	Hold	4,459	–	–	0.05%	310
2021 Q4	$287K	Hold	4,459	–	–	0.05%	316
2021 Q3	$274K	Buy	4,459 +32	+0.7%	+$1.95K	0.07%	195
2021 Q2	$265K	Buy	+4,427	New	+$265K	0.07%	207

Other funds holding RSPF

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Laidlaw Wealth Management's RSPF Position: Q2 2022 in Review

Laidlaw Wealth Management sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2022, closing a stake of 4,459 shares — an estimated $284K sold.

Laidlaw Wealth Management first reported a position in RSPF in Q2 2021 and held it in 4 quarters. The position peaked at $287K in Q4 2021. 113 funds tracked by Wall St. Rank hold RSPF as of Q2 2022.

Laidlaw Wealth Management reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 4,459 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2022, an estimated $284K.
Laidlaw Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2021 and held it in 4 quarters.
Laidlaw Wealth Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $287K in Q4 2021.
113 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2022.

Based on Laidlaw Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.