MFG
RSPF icon

Marmo Financial Group’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Marmo Financial Group’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
2023
Q1 		– Sell
-242,112
Closed -$13.7M – 21
2022
Q4 		$13.7M Buy
+242,112
New +$13.6M 13.2% 2

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Marmo Financial Group's RSPF Position: Q1 2023 in Review

Marmo Financial Group sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2023, closing a stake of 242,112 shares — an estimated $13.7M sold.

Marmo Financial Group first reported a position in RSPF in Q4 2022 and held it in 1 quarter. The position peaked at $13.7M in Q4 2022. 106 funds tracked by Wall St. Rank hold RSPF as of Q1 2023.

  • Marmo Financial Group reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2023 after selling out during the quarter.
  • Marmo Financial Group sold 242,112 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2023, an estimated $13.7M.
  • Marmo Financial Group first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2022 and held it in 1 quarter.
  • Marmo Financial Group's Invesco S&P 500 Equal Weight Financials ETF position peaked at $13.7M in Q4 2022.
  • 106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2023.

Based on Marmo Financial Group's 13F filing for Q1 2023, filed 11 May 2023.