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

Plante Moran Financial Advisors’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
Q4 		– Sell
-121
Closed -$6K – 955
2022
Q3 		$6K Buy
+121
New +$6.74K ﹤0.01% 669

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFG
Marmo Financial Group Johnson City, Tennessee $202M AUM 13.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Plante Moran Financial Advisors's RSPF Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2022, closing a stake of 121 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in RSPF in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 109 funds tracked by Wall St. Rank hold RSPF as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 121 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2022, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q3 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $6K in Q3 2022.
  • 109 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.