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Larson Financial Group’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Larson Financial Group’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
2023
Q1 		– Sell
-5,000
Closed -$178K – 1596
2022
Q4 		$178K Buy
+5,000
New +$175K 0.02% 318

Other funds holding RSPN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Larson Financial Group's RSPN Position: Q1 2023 in Review

Larson Financial Group sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q1 2023, closing a stake of 5,000 shares — an estimated $178K sold.

Larson Financial Group first reported a position in RSPN in Q4 2022 and held it in 1 quarter. The position peaked at $178K in Q4 2022. 111 funds tracked by Wall St. Rank hold RSPN as of Q1 2023.

  • Larson Financial Group reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q1 2023 after selling out during the quarter.
  • Larson Financial Group sold 5,000 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2023, an estimated $178K.
  • Larson Financial Group first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2022 and held it in 1 quarter.
  • Larson Financial Group's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $178K in Q4 2022.
  • 111 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2023.

Based on Larson Financial Group's 13F filing for Q1 2023, filed 4 May 2023.