Lehman & Derafelo Financial Resources’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio RSPF Stock Details RSPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-121	Closed	-$6K	–	169
2022 Q3	$6K	Hold	121	–	–	﹤0.01%	181
2022 Q2	$6K	Buy	+121	New	+$6.98K	﹤0.01%	185

Other funds holding RSPF

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MFG

Marmo Financial Group Johnson City, Tennessee $202M AUM 13.32% 1-Year Est. Return

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

RJFSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Lehman & Derafelo Financial Resources's RSPF Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2022, closing a stake of 121 shares — an estimated $6K sold.

Lehman & Derafelo Financial Resources first reported a position in RSPF in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 109 funds tracked by Wall St. Rank hold RSPF as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 121 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2022, an estimated $6K.
Lehman & Derafelo Financial Resources first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2022 and held it in 2 quarters.
Lehman & Derafelo Financial Resources's Invesco S&P 500 Equal Weight Financials ETF position peaked at $6K in Q3 2022.
109 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.