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Pinnacle Private Wealth’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Pinnacle Private Wealth’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
Q2 		$551K Hold
10,369
– – 0.22% 111
2022
Q1 		$660K Sell
10,369
-1,001
-9% -$64.6K 0.21% 113
2021
Q4 		$732K Buy
+11,370
New +$733K 0.23% 107

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Pinnacle Private Wealth's RSPF Position: Q2 2022 in Review

Pinnacle Private Wealth held its Invesco S&P 500 Equal Weight Financials ETF (RSPF) position steady in Q2 2022 at 10,369 shares worth $551K. The position accounts for 0.22% of the portfolio, ranked #111.

Pinnacle Private Wealth first reported a position in RSPF in Q4 2021 and has held it in 3 quarters since. The position peaked at $732K in Q4 2021. 112 funds tracked by Wall St. Rank hold RSPF as of Q2 2022.

  • Pinnacle Private Wealth held 10,369 shares of Invesco S&P 500 Equal Weight Financials ETF worth $551K as of Q2 2022.
  • Pinnacle Private Wealth left its Invesco S&P 500 Equal Weight Financials ETF share count unchanged in Q2 2022.
  • Invesco S&P 500 Equal Weight Financials ETF made up 0.22% of Pinnacle Private Wealth's portfolio in Q2 2022, its #111 holding.
  • Pinnacle Private Wealth first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Invesco S&P 500 Equal Weight Financials ETF position peaked at $732K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.