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Larson Financial Group’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Larson Financial Group’s Portfolio RSPS Stock Details RSPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-165
Closed -$5.59K – 1618
2023
Q1 		$5.59K Buy
+165
New +$5.54K ﹤0.01% 1065

Other funds holding RSPS

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Larson Financial Group's RSPS Position: Q2 2023 in Review

Larson Financial Group sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q2 2023, closing a stake of 165 shares — an estimated $5.59K sold.

Larson Financial Group first reported a position in RSPS in Q1 2023 and held it in 1 quarter. The position peaked at $5.59K in Q1 2023. 130 funds tracked by Wall St. Rank hold RSPS as of Q2 2023.

  • Larson Financial Group reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
  • Larson Financial Group sold 165 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2023, an estimated $5.59K.
  • Larson Financial Group first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2023 and held it in 1 quarter.
  • Larson Financial Group's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $5.59K in Q1 2023.
  • 130 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2023.

Based on Larson Financial Group's 13F filing for Q2 2023, filed 3 Aug 2023.