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

Patriot Investment Management Group’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
-354
Closed -$20.4K – 358
2022
Q4 		$20.4K Buy
+354
New +$19.9K ﹤0.01% 340
2020
Q3 		– Sell
-328
Closed -$15K – 555
2020
Q2 		$15K Buy
+328
New +$15.2K ﹤0.01% 462

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

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

Patriot Investment Management Group sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2023, closing a stake of 354 shares — an estimated $20.4K sold.

Patriot Investment Management Group first reported a position in RSPU in Q2 2020 and held it in 2 quarters. The position peaked at $20.4K in Q4 2022. 104 funds tracked by Wall St. Rank hold RSPU as of Q1 2023.

  • Patriot Investment Management Group reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 354 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2023, an estimated $20.4K.
  • Patriot Investment Management Group first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $20.4K 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 Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.