MinichMacGregor Wealth Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

MinichMacGregor Wealth Management’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	-112	Closed	-$6.34K	–	529
2022 Q4	$6.34K	Buy	+112	New	+$6.28K	﹤0.01%	459
2022 Q2	–	Sell	-13,383	Closed	-$852K	–	94
2022 Q1	$852K	Sell	13,383 -1,151	-8%	-$74.2K	0.27%	49
2021 Q4	$935K	Buy	+14,534	New	+$937K	0.28%	48

Other funds holding RSPF

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 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 $2.18B AUM 16.73% 1-Year Est. Return

PCH

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MinichMacGregor Wealth Management's RSPF Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2023, closing a stake of 112 shares — an estimated $6.34K sold.

MinichMacGregor Wealth Management first reported a position in RSPF in Q4 2021 and held it in 3 quarters. The position peaked at $935K in Q4 2021. 107 funds tracked by Wall St. Rank hold RSPF as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 112 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2023, an estimated $6.34K.
MinichMacGregor Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2021 and held it in 3 quarters.
MinichMacGregor Wealth Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $935K in Q4 2021.
107 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.