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

Moisand Fitzgerald Tamayo’s Portfolio RSPN Stock Details RSPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,500	Closed	-$56.3K	–	783
2023 Q1	$56.3K	Buy	+1,500	New	+$56.1K	0.01%	166
2022 Q3	–	Sell	-1,030	Closed	-$33K	–	842
2022 Q2	$33K	Buy	+1,030	New	+$35.9K	0.01%	187
2022 Q1	–	Sell	-1,030	Closed	-$41K	–	634
2021 Q4	$41K	Sell	1,030 -500	-33%	-$19.4K	0.01%	163
2021 Q3	$56K	Hold	1,530	–	–	0.02%	143
2021 Q2	$57K	Buy	+1,530	New	+$56.9K	0.02%	141

Other funds holding RSPN

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

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

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

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

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

CCM

Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return

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

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

Moisand Fitzgerald Tamayo sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q2 2023, closing a stake of 1,500 shares — an estimated $56.3K sold.

Moisand Fitzgerald Tamayo first reported a position in RSPN in Q2 2021 and held it in 5 quarters. The position peaked at $57K in Q2 2021. 119 funds tracked by Wall St. Rank hold RSPN as of Q2 2023.

Moisand Fitzgerald Tamayo reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q2 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 1,500 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2023, an estimated $56.3K.
Moisand Fitzgerald Tamayo first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q2 2021 and held it in 5 quarters.
Moisand Fitzgerald Tamayo's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $57K in Q2 2021.
119 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2023.

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