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

Main Street Financial Solutions’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
2023 Q4	–	Sell	-4,300	Closed	-$216K	–	485
2023 Q3	$216K	Hold	4,300	–	–	0.03%	420
2023 Q2	$238K	Buy	+4,300	New	+$243K	0.03%	398
2022 Q4	–	Sell	-7,320	Closed	-$390K	–	462
2022 Q3	$390K	Buy	7,320 +3,122	+74%	+$186K	0.06%	275
2022 Q2	$240K	Buy	+4,198	New	+$249K	0.03%	392

Other funds holding RSPU

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

RJFSA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

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

Main Street Financial Solutions's RSPU Position: Q4 2023 in Review

Main Street Financial Solutions sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2023, closing a stake of 4,300 shares — an estimated $216K sold.

Main Street Financial Solutions first reported a position in RSPU in Q2 2022 and held it in 4 quarters. The position peaked at $390K in Q3 2022. 91 funds tracked by Wall St. Rank hold RSPU as of Q4 2023.

Main Street Financial Solutions reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2023 after selling out during the quarter.
Main Street Financial Solutions sold 4,300 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2023, an estimated $216K.
Main Street Financial Solutions first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2022 and held it in 4 quarters.
Main Street Financial Solutions's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $390K in Q3 2022.
91 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2023.

Based on Main Street Financial Solutions's 13F filing for Q4 2023, filed 8 Feb 2024.