Nations Financial Group’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Nations Financial Group’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
2022 Q3	–	Sell	-6,870	Closed	-$228K	–	555
2022 Q2	$228K	Buy	+6,870	New	+$234K	0.03%	463
2021 Q3	–	Sell	-6,790	Closed	-$219K	–	455
2021 Q2	$219K	Hold	6,790	–	–	0.04%	379
2021 Q1	$214K	Sell	6,790 -4,800	-41%	-$146K	0.05%	331
2020 Q4	$351K	Buy	11,590 +1,500	+15%	+$44.3K	0.09%	240
2020 Q3	$288K	Buy	10,090 +1,750	+21%	+$50.1K	0.09%	232
2020 Q2	$226K	Sell	8,340 -2,020	-19%	-$54K	0.08%	243
2020 Q1	$256K	Buy	10,360 +1,375	+15%	+$38.3K	0.11%	218
2019 Q4	$262K	Buy	8,985 +10	+0.1%	+$282	0.09%	253
2019 Q3	$249K	Buy	+8,975	New	+$246K	0.09%	252

Other funds holding RSPS

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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Nations Financial Group's RSPS Position: Q3 2022 in Review

Nations Financial Group sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q3 2022, closing a stake of 6,870 shares — an estimated $228K sold.

Nations Financial Group first reported a position in RSPS in Q3 2019 and held it in 9 quarters. The position peaked at $351K in Q4 2020. 130 funds tracked by Wall St. Rank hold RSPS as of Q3 2022.

Nations Financial Group reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q3 2022 after selling out during the quarter.
Nations Financial Group sold 6,870 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q3 2022, an estimated $228K.
Nations Financial Group first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q3 2019 and held it in 9 quarters.
Nations Financial Group's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $351K in Q4 2020.
130 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q3 2022.

Based on Nations Financial Group's 13F filing for Q3 2022, filed 14 Nov 2022.