Money Concepts Capital’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Money Concepts Capital’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	-3,058	Closed	-$172K	–	2414
2022 Q4	$172K	Buy	+3,058	New	+$172K	0.01%	755
2022 Q3	–	Sell	-203	Closed	-$11K	–	1648
2022 Q2	$11K	Sell	203 -3,497	-95%	-$202K	﹤0.01%	1016
2022 Q1	$236K	Buy	3,700 +2,187	+145%	+$141K	0.01%	664
2021 Q4	$97K	Buy	+1,513	New	+$97.6K	0.01%	557
2021 Q1	$149K	Buy	2,663 +2,358	+773%	+$124K	0.01%	487
2020 Q4	$15K	Buy	+305	New	+$13.3K	﹤0.01%	584

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

Money Concepts Capital's RSPF Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2023, closing a stake of 3,058 shares — an estimated $172K sold.

Money Concepts Capital first reported a position in RSPF in Q4 2020 and held it in 6 quarters. The position peaked at $236K in Q1 2022. 107 funds tracked by Wall St. Rank hold RSPF as of Q1 2023.

Money Concepts Capital reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 3,058 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2023, an estimated $172K.
Money Concepts Capital first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2020 and held it in 6 quarters.
Money Concepts Capital's Invesco S&P 500 Equal Weight Financials ETF position peaked at $236K in Q1 2022.
107 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.