Larson Financial Group’s Invesco S&P 500 Equal Weight Communication Services ETF RSPC Stock Holding History

Larson Financial Group’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
2021 Q1	–	Sell	-45	Closed	-$1K	–	920
2020 Q4	$1K	Buy	45 +6	+15%	+$173	﹤0.01%	718
2020 Q3	$1K	Buy	+39	New	+$1.04K	﹤0.01%	681
2020 Q1	–	Sell	-25	Closed	-$1K	–	642
2019 Q4	$1K	Buy	25 +13	+108%	+$330	﹤0.01%	538
2019 Q3	$0	Buy	+12	New	+$305	﹤0.01%	614

Other funds holding RSPC

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Larson Financial Group's RSPC Position: Q1 2021 in Review

Larson Financial Group sold out of Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) in Q1 2021, closing a stake of 45 shares — an estimated $1K sold.

Larson Financial Group first reported a position in RSPC in Q3 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 18 funds tracked by Wall St. Rank hold RSPC as of Q1 2021.

Larson Financial Group reported no remaining Invesco S&P 500 Equal Weight Communication Services ETF position as of Q1 2021 after selling out during the quarter.
Larson Financial Group sold 45 Invesco S&P 500 Equal Weight Communication Services ETF shares in Q1 2021, an estimated $1K.
Larson Financial Group first reported a position in Invesco S&P 500 Equal Weight Communication Services ETF in Q3 2019 and held it in 4 quarters.
Larson Financial Group's Invesco S&P 500 Equal Weight Communication Services ETF position peaked at $1K in Q4 2020.
18 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Communication Services ETF as of Q1 2021.

Based on Larson Financial Group's 13F filing for Q1 2021, filed 8 Apr 2021.