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Phoenix Financial’s Invesco S&P 500 Equal Weight Communication Services ETF RSPC Stock Holding History

Phoenix Financial’s Portfolio RSPC Stock Details RSPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,620,000
Closed -$71.8M – 356
2023
Q1 		$71.8M Buy
+2,620,000
New +$71.5M 1.61% 18

Other funds holding RSPC

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Phoenix Financial's RSPC Position: Q2 2023 in Review

Phoenix Financial sold out of Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) in Q2 2023, closing a stake of 2,620,000 shares — an estimated $71.8M sold.

Phoenix Financial first reported a position in RSPC in Q1 2023 and held it in 1 quarter. The position peaked at $71.8M in Q1 2023. 31 funds tracked by Wall St. Rank hold RSPC as of Q2 2023.

  • Phoenix Financial reported no remaining Invesco S&P 500 Equal Weight Communication Services ETF position as of Q2 2023 after selling out during the quarter.
  • Phoenix Financial sold 2,620,000 Invesco S&P 500 Equal Weight Communication Services ETF shares in Q2 2023, an estimated $71.8M.
  • Phoenix Financial first reported a position in Invesco S&P 500 Equal Weight Communication Services ETF in Q1 2023 and held it in 1 quarter.
  • Phoenix Financial's Invesco S&P 500 Equal Weight Communication Services ETF position peaked at $71.8M in Q1 2023.
  • 31 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Communication Services ETF as of Q2 2023.

Based on Phoenix Financial's 13F filing for Q2 2023, filed 7 Aug 2023.