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LVZ Inc’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

LVZ Inc’s Portfolio RSPS Stock Details RSPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-23,720
Closed -$809K – 154
2022
Q4 		$809K Sell
23,720
-11,610
-33% -$389K 0.13% 52
2022
Q3 		$1.09M Buy
35,330
+4,020
+13% +$135K 0.19% 33
2022
Q2 		$1.04M Buy
31,310
+375
+1% +$12.8K 0.17% 33
2022
Q1 		$1.05M Buy
+30,935
New +$1.04M 0.15% 44

Other funds holding RSPS

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LVZ Inc's RSPS Position: Q1 2023 in Review

LVZ Inc sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q1 2023, closing a stake of 23,720 shares — an estimated $809K sold.

LVZ Inc first reported a position in RSPS in Q1 2022 and held it in 4 quarters. The position peaked at $1.09M in Q3 2022. 135 funds tracked by Wall St. Rank hold RSPS as of Q1 2023.

  • LVZ Inc reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
  • LVZ Inc sold 23,720 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q1 2023, an estimated $809K.
  • LVZ Inc first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2022 and held it in 4 quarters.
  • LVZ Inc's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $1.09M in Q3 2022.
  • 135 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2023.

Based on LVZ Inc's 13F filing for Q1 2023, filed 20 Apr 2023.