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

Plante Moran Financial Advisors’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-240
Closed -$7K – 957
2022
Q3 		$7K Buy
+240
New +$8.2K ﹤0.01% 648

Other funds holding RSPN

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
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
CCM
Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

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

Plante Moran Financial Advisors sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q4 2022, closing a stake of 240 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in RSPN in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 101 funds tracked by Wall St. Rank hold RSPN as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 240 Invesco S&P 500 Equal Weight Industrials ETF shares in Q4 2022, an estimated $7K.
  • Plante Moran Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q3 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $7K in Q3 2022.
  • 101 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q4 2022.

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