Newbridge Financial Services Group’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Newbridge Financial Services Group’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
2024 Q4	–	Sell	-196	Closed	-$13.5K	–	1172
2024 Q3	$13.5K	Hold	196	–	–	﹤0.01%	401
2024 Q2	$12K	Sell	196 -81	-29%	-$4.99K	﹤0.01%	674
2024 Q1	$17.8K	Sell	277 -76	-22%	-$4.58K	0.01%	631
2023 Q4	$20.7K	Hold	353	–	–	0.01%	590
2023 Q3	$17.9K	Hold	353	–	–	0.01%	668
2023 Q2	$18.1K	Hold	353	–	–	0.01%	724
2023 Q1	$17.8K	Hold	353	–	–	0.01%	767
2022 Q4	$19.9K	Sell	353 -76	-18%	-$4.26K	0.01%	720
2022 Q3	$22K	Sell	429 -158	-27%	-$8.8K	0.01%	673
2022 Q2	$31K	Hold	587	–	–	0.02%	527
2022 Q1	$37K	Hold	587	–	–	0.02%	556
2021 Q4	$38K	Buy	587 +186	+46%	+$12K	0.02%	545
2021 Q3	$25K	Buy	+401	New	+$24.4K	0.02%	600

Other funds holding RSPF

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

JGCM

Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return

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

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Newbridge Financial Services Group's RSPF Position: Q4 2024 in Review

Newbridge Financial Services Group sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2024, closing a stake of 196 shares — an estimated $13.5K sold.

Newbridge Financial Services Group first reported a position in RSPF in Q3 2021 and held it in 13 quarters. The position peaked at $38K in Q4 2021. 100 funds tracked by Wall St. Rank hold RSPF as of Q4 2024.

Newbridge Financial Services Group reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 196 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2024, an estimated $13.5K.
Newbridge Financial Services Group first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q3 2021 and held it in 13 quarters.
Newbridge Financial Services Group's Invesco S&P 500 Equal Weight Financials ETF position peaked at $38K in Q4 2021.
100 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2024.

Based on Newbridge Financial Services Group's 13F filing for Q4 2024, filed 28 Jan 2025.