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Little House Capital’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Little House Capital’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
2021
Q3 		– Sell
-39,173
Closed -$2.34M – 145
2021
Q2 		$2.34M Buy
+39,173
New +$2.35M 1.27% 21

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Little House Capital's RSPF Position: Q3 2021 in Review

Little House Capital sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q3 2021, closing a stake of 39,173 shares — an estimated $2.34M sold.

Little House Capital first reported a position in RSPF in Q2 2021 and held it in 1 quarter. The position peaked at $2.34M in Q2 2021. 96 funds tracked by Wall St. Rank hold RSPF as of Q3 2021.

  • Little House Capital reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q3 2021 after selling out during the quarter.
  • Little House Capital sold 39,173 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2021, an estimated $2.34M.
  • Little House Capital first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2021 and held it in 1 quarter.
  • Little House Capital's Invesco S&P 500 Equal Weight Financials ETF position peaked at $2.34M in Q2 2021.
  • 96 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2021.

Based on Little House Capital's 13F filing for Q3 2021, filed 15 Nov 2021.