MFT
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Moisand Fitzgerald Tamayo’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio RSPS Stock Details RSPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-250
Closed -$8K – 411
2021
Q3 		$8K Hold
250
– – ﹤0.01% 266
2021
Q2 		$8K Buy
+250
New +$8.11K ﹤0.01% 288

Other funds holding RSPS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return

Moisand Fitzgerald Tamayo's RSPS Position: Q4 2021 in Review

Moisand Fitzgerald Tamayo sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2021, closing a stake of 250 shares — an estimated $8K sold.

Moisand Fitzgerald Tamayo first reported a position in RSPS in Q2 2021 and held it in 2 quarters. The position peaked at $8K in Q3 2021. 125 funds tracked by Wall St. Rank hold RSPS as of Q4 2021.

  • Moisand Fitzgerald Tamayo reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2021 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 250 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2021, an estimated $8K.
  • Moisand Fitzgerald Tamayo first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q2 2021 and held it in 2 quarters.
  • Moisand Fitzgerald Tamayo's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $8K in Q3 2021.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2021.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2021, filed 3 Feb 2022.