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

Prospera Financial Services’s Portfolio RSPU Stock Details RSPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,340	Closed	-$81K	–	2403
2022 Q1	$81K	Buy	+1,340	New	+$75.3K	﹤0.01%	1186
2020 Q1	–	Sell	-11,670	Closed	-$620K	–	606
2019 Q4	$620K	Hold	11,670	–	–	0.05%	337
2019 Q3	$622K	Sell	11,670 -2,100	-15%	-$107K	0.06%	255
2019 Q2	$682K	Buy	+13,770	New	+$670K	0.08%	231
2015 Q2	–	Sell	-5,524	Closed	-$205K	–	328
2015 Q1	$205K	Sell	5,524 -300	-5%	-$11.6K	0.05%	286
2014 Q4	$229K	Buy	+5,824	New	+$222K	0.06%	250
2014 Q3	–	Sell	-5,524	Closed	-$206K	–	290
2014 Q2	$206K	Buy	+5,524	New	+$197K	0.06%	252

Other funds holding RSPU

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Prospera Financial Services's RSPU Position: Q2 2022 in Review

Prospera Financial Services sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2022, closing a stake of 1,340 shares — an estimated $81K sold.

Prospera Financial Services first reported a position in RSPU in Q2 2014 and held it in 7 quarters. The position peaked at $682K in Q2 2019. 112 funds tracked by Wall St. Rank hold RSPU as of Q2 2022.

Prospera Financial Services reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 1,340 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2022, an estimated $81K.
Prospera Financial Services first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2014 and held it in 7 quarters.
Prospera Financial Services's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $682K in Q2 2019.
112 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.