Money Concepts Capital’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Money Concepts Capital’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
2023 Q2	–	Sell	-19,880	Closed	-$239K	–	451
2023 Q1	$239K	Sell	19,880 -18,350	-48%	-$616K	0.01%	387
2022 Q4	$1.3M	Buy	38,230 +1,285	+3%	+$43K	0.06%	249
2022 Q3	$1.14M	Buy	+36,945	New	+$1.24M	0.07%	220
2022 Q2	–	Sell	-113,760	Closed	-$3.85M	–	2412
2022 Q1	$3.85M	Buy	+113,760	New	+$3.82M	0.22%	98
2021 Q1	$311K	Buy	+9,845	New	+$298K	0.02%	407

Other funds holding RSPS

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

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

Money Concepts Capital's RSPS Position: Q2 2023 in Review

Money Concepts Capital sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q2 2023, closing a stake of 19,880 shares — an estimated $239K sold.

Money Concepts Capital first reported a position in RSPS in Q1 2021 and held it in 5 quarters. The position peaked at $3.85M in Q1 2022. 130 funds tracked by Wall St. Rank hold RSPS as of Q2 2023.

Money Concepts Capital reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
Money Concepts Capital sold 19,880 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2023, an estimated $239K.
Money Concepts Capital first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2021 and held it in 5 quarters.
Money Concepts Capital's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $3.85M in Q1 2022.
130 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.