Moisand Fitzgerald Tamayo’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Moisand Fitzgerald Tamayo’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 Q2	–	Sell	-700	Closed	-$35.3K	–	780
2023 Q1	$35.3K	Buy	+700	New	+$39.9K	0.01%	210
2022 Q1	–	Sell	-200	Closed	-$13K	–	631
2021 Q4	$13K	Hold	200	–	–	﹤0.01%	243
2021 Q3	$12K	Hold	200	–	–	﹤0.01%	239
2021 Q2	$12K	Buy	+200	New	+$12K	﹤0.01%	251

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

PCH

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Moisand Fitzgerald Tamayo's RSPF Position: Q2 2023 in Review

Moisand Fitzgerald Tamayo sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2023, closing a stake of 700 shares — an estimated $35.3K sold.

Moisand Fitzgerald Tamayo first reported a position in RSPF in Q2 2021 and held it in 4 quarters. The position peaked at $35.3K in Q1 2023. 97 funds tracked by Wall St. Rank hold RSPF as of Q2 2023.

Moisand Fitzgerald Tamayo reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 700 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2023, an estimated $35.3K.
Moisand Fitzgerald Tamayo first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2021 and held it in 4 quarters.
Moisand Fitzgerald Tamayo's Invesco S&P 500 Equal Weight Financials ETF position peaked at $35.3K in Q1 2023.
97 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2023, filed 12 Jul 2023.