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Lee Financial’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Lee Financial’s Portfolio RSPU Stock Details RSPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-250
Closed -$14K – 988
2022
Q2 		$14K Buy
+250
New +$14.8K ﹤0.01% 397

Other funds holding RSPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Lee Financial's RSPU Position: Q3 2022 in Review

Lee Financial sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2022, closing a stake of 250 shares — an estimated $14K sold.

Lee Financial first reported a position in RSPU in Q2 2022 and held it in 1 quarter. The position peaked at $14K in Q2 2022. 111 funds tracked by Wall St. Rank hold RSPU as of Q3 2022.

  • Lee Financial reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 250 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2022, an estimated $14K.
  • Lee Financial first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2022 and held it in 1 quarter.
  • Lee Financial's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $14K in Q2 2022.
  • 111 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.