Prospera Financial Services’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Prospera Financial Services’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
2024 Q2	–	Sell	-27,173	Closed	-$1.3M	–	1179
2024 Q1	$1.3M	Buy	+27,173	New	+$1.21M	0.04%	433
2018 Q1	–	Sell	-18,125	Closed	-$439K	–	462
2017 Q4	$439K	Hold	18,125	–	–	0.07%	240
2017 Q3	$408K	Sell	18,125 -2,375	-12%	-$51.5K	0.06%	272
2017 Q2	$443K	Hold	20,500	–	–	0.07%	238
2017 Q1	$427K	Sell	20,500 -1,500	-7%	-$31.1K	0.08%	212
2016 Q4	$438K	Buy	+22,000	New	+$422K	0.09%	209
2016 Q2	–	Sell	-18,205	Closed	-$319K	–	373
2016 Q1	$319K	Buy	+18,205	New	+$294K	0.07%	208

Other funds holding RSPN

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prospera Financial Services's RSPN Position: Q2 2024 in Review

Prospera Financial Services sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q2 2024, closing a stake of 27,173 shares — an estimated $1.3M sold.

Prospera Financial Services first reported a position in RSPN in Q1 2016 and held it in 7 quarters. The position peaked at $1.3M in Q1 2024. 138 funds tracked by Wall St. Rank hold RSPN as of Q2 2024.

Prospera Financial Services reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q2 2024 after selling out during the quarter.
Prospera Financial Services sold 27,173 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2024, an estimated $1.3M.
Prospera Financial Services first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2016 and held it in 7 quarters.
Prospera Financial Services's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $1.3M in Q1 2024.
138 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2024.

Based on Prospera Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.