Milestone Advisory Partners’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Milestone Advisory Partners’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 Q3	$804K	Buy	15,854 +1,603	+11%	+$84.5K	0.67%	31
2023 Q2	$730K	Hold	14,251	–	–	0.66%	30
2023 Q1	$719K	Buy	14,251 +3,221	+29%	+$184K	0.66%	31
2022 Q4	$622K	Buy	+11,030	New	+$619K	0.46%	31

Other funds holding RSPF

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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Milestone Advisory Partners's RSPF Position: Q3 2023 in Review

Milestone Advisory Partners increased its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 11% in Q3 2023, buying an estimated $84.5K and bringing the position to 15,854 shares worth $804K. The position accounts for 0.67% of the portfolio, ranked #31.

Milestone Advisory Partners first reported a position in RSPF in Q4 2022 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold RSPF as of Q3 2023.

Milestone Advisory Partners held 15,854 shares of Invesco S&P 500 Equal Weight Financials ETF worth $804K as of Q3 2023.
Milestone Advisory Partners bought 1,603 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2023, an estimated $84.5K.
Invesco S&P 500 Equal Weight Financials ETF made up 0.67% of Milestone Advisory Partners's portfolio in Q3 2023, its #31 holding.
Milestone Advisory Partners first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2022 and has held it in 4 quarters since.
91 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.