LI
RSPC icon

LVZ Inc’s Invesco S&P 500 Equal Weight Communication Services ETF RSPC Stock Holding History

LVZ Inc’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
2024
Q4 		– Sell
-42,721
Closed -$1.4M – 159
2024
Q3 		$1.4M Buy
+42,721
New +$1.32M 0.18% 41

Other funds holding RSPC

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

LVZ Inc's RSPC Position: Q4 2024 in Review

LVZ Inc sold out of Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) in Q4 2024, closing a stake of 42,721 shares — an estimated $1.4M sold.

LVZ Inc first reported a position in RSPC in Q3 2024 and held it in 1 quarter. The position peaked at $1.4M in Q3 2024. 38 funds tracked by Wall St. Rank hold RSPC as of Q4 2024.

  • LVZ Inc reported no remaining Invesco S&P 500 Equal Weight Communication Services ETF position as of Q4 2024 after selling out during the quarter.
  • LVZ Inc sold 42,721 Invesco S&P 500 Equal Weight Communication Services ETF shares in Q4 2024, an estimated $1.4M.
  • LVZ Inc first reported a position in Invesco S&P 500 Equal Weight Communication Services ETF in Q3 2024 and held it in 1 quarter.
  • LVZ Inc's Invesco S&P 500 Equal Weight Communication Services ETF position peaked at $1.4M in Q3 2024.
  • 38 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Communication Services ETF as of Q4 2024.

Based on LVZ Inc's 13F filing for Q4 2024, filed 6 Feb 2025.