MPCL
RSPU icon

My Personal CFO LLC’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

My Personal CFO LLC’s Portfolio RSPU Stock Details RSPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-760
Closed -$44.2K – 668
2022
Q4 		$44.2K Buy
+760
New +$42.7K 0.04% 149

Other funds holding RSPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

My Personal CFO LLC's RSPU Position: Q1 2023 in Review

My Personal CFO LLC sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2023, closing a stake of 760 shares — an estimated $44.2K sold.

My Personal CFO LLC first reported a position in RSPU in Q4 2022 and held it in 1 quarter. The position peaked at $44.2K in Q4 2022. 104 funds tracked by Wall St. Rank hold RSPU as of Q1 2023.

  • My Personal CFO LLC reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 760 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2023, an estimated $44.2K.
  • My Personal CFO LLC first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $44.2K in Q4 2022.
  • 104 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.