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Patriot Investment Management Group’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Patriot Investment Management Group’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-580
Closed -$21.8K – 356
2022
Q4 		$21.8K Buy
+580
New +$20.3K ﹤0.01% 337
2020
Q3 		– Sell
-580
Closed -$13.9K – 553
2020
Q2 		$13.9K Buy
+580
New +$12.9K ﹤0.01% 469

Other funds holding RSPN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Patriot Investment Management Group's RSPN Position: Q1 2023 in Review

Patriot Investment Management Group sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q1 2023, closing a stake of 580 shares — an estimated $21.8K sold.

Patriot Investment Management Group first reported a position in RSPN in Q2 2020 and held it in 2 quarters. The position peaked at $21.8K in Q4 2022. 111 funds tracked by Wall St. Rank hold RSPN as of Q1 2023.

  • Patriot Investment Management Group reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 580 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2023, an estimated $21.8K.
  • Patriot Investment Management Group first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $21.8K in Q4 2022.
  • 111 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.