Pinnacle Private Wealth’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Pinnacle Private Wealth’s Portfolio RSPS Stock Details RSPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$349K	Hold	10,525	–	–	0.14%	174
2022 Q1	$356K	Sell	10,525 -1,465	-12%	-$49.2K	0.11%	197
2021 Q4	$407K	Buy	+11,990	New	+$383K	0.13%	172

Other funds holding RSPS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Pinnacle Private Wealth held its Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) position steady in Q2 2022 at 10,525 shares worth $349K. The position accounts for 0.14% of the portfolio, ranked #174.

Pinnacle Private Wealth first reported a position in RSPS in Q4 2021 and has held it in 3 quarters since. The position peaked at $407K in Q4 2021. 134 funds tracked by Wall St. Rank hold RSPS as of Q2 2022.

Pinnacle Private Wealth held 10,525 shares of Invesco S&P 500 Equal Weight Consumer Staples ETF worth $349K as of Q2 2022.
Pinnacle Private Wealth left its Invesco S&P 500 Equal Weight Consumer Staples ETF share count unchanged in Q2 2022.
Invesco S&P 500 Equal Weight Consumer Staples ETF made up 0.14% of Pinnacle Private Wealth's portfolio in Q2 2022, its #174 holding.
Pinnacle Private Wealth first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $407K in Q4 2021.
134 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2022.

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