Laurel Wealth Advisors (North Carolina)’s Invesco S&P 500 Equal Weight Communication Services ETF RSPC Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2026 Q1	–	Sell	-925	Closed	-$36.8K	–	544
2025 Q4	$36.8K	Buy	+925	New	+$36.3K	﹤0.01%	361
2025 Q2	–	Sell	-925	Closed	-$32.7K	–	566
2025 Q1	$32.7K	Hold	925	–	–	0.01%	355
2024 Q4	$31.6K	Hold	925	–	–	﹤0.01%	360
2024 Q3	$30.3K	Hold	925	–	–	﹤0.01%	363
2024 Q2	$27.5K	Hold	925	–	–	﹤0.01%	349
2024 Q1	$27.6K	Hold	925	–	–	﹤0.01%	354
2023 Q4	$27.1K	Hold	925	–	–	0.01%	335
2023 Q3	$24.6K	Hold	925	–	–	0.01%	344
2023 Q2	$26.3K	Hold	925	–	–	0.01%	343
2023 Q1	$25.4K	Hold	925	–	–	0.01%	341
2022 Q4	$23.2K	Hold	925	–	–	0.01%	319
2022 Q3	$22K	Hold	925	–	–	0.01%	326
2022 Q2	$25K	Buy	925 +300	+48%	+$9.11K	0.01%	320
2022 Q1	$22K	Buy	625 +300	+92%	+$10.4K	﹤0.01%	336
2021 Q4	$12K	Buy	+325	New	+$12K	﹤0.01%	400

Other funds holding RSPC

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

GCWM

Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $134M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s RSPC Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) in Q1 2026, closing a stake of 925 shares — an estimated $36.8K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in RSPC in Q4 2021 and held it in 15 quarters. The position peaked at $36.8K in Q4 2025. 42 funds tracked by Wall St. Rank hold RSPC as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Invesco S&P 500 Equal Weight Communication Services ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 925 Invesco S&P 500 Equal Weight Communication Services ETF shares in Q1 2026, an estimated $36.8K.
Laurel Wealth Advisors (North Carolina) first reported a position in Invesco S&P 500 Equal Weight Communication Services ETF in Q4 2021 and held it in 15 quarters.
Laurel Wealth Advisors (North Carolina)'s Invesco S&P 500 Equal Weight Communication Services ETF position peaked at $36.8K in Q4 2025.
42 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Communication Services ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.