PF
RSPF icon

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

Phoenix Financial’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
2022
Q1 		– Sell
-313,180
Closed -$20.2M – 441
2021
Q4 		$20.2M Buy
+313,180
New +$20.2M 0.33% 77

Other funds holding RSPF

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Phoenix Financial's RSPF Position: Q1 2022 in Review

Phoenix Financial sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2022, closing a stake of 313,180 shares — an estimated $20.2M sold.

Phoenix Financial first reported a position in RSPF in Q4 2021 and held it in 1 quarter. The position peaked at $20.2M in Q4 2021. 126 funds tracked by Wall St. Rank hold RSPF as of Q1 2022.

  • Phoenix Financial reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2022 after selling out during the quarter.
  • Phoenix Financial sold 313,180 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2022, an estimated $20.2M.
  • Phoenix Financial first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2021 and held it in 1 quarter.
  • Phoenix Financial's Invesco S&P 500 Equal Weight Financials ETF position peaked at $20.2M in Q4 2021.
  • 126 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2022.

Based on Phoenix Financial's 13F filing for Q1 2022, filed 10 May 2022.