Psagot Value Holdings’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Psagot Value Holdings’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
2023 Q1	–	Sell	-870	Closed	-$31K	–	589
2022 Q4	$31K	Hold	870	–	–	0.01%	289
2022 Q3	$27K	Buy	+870	New	+$29.7K	0.01%	276

Other funds holding RSPN

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

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

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

AWM

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

DIP

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

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

Psagot Value Holdings's RSPN Position: Q1 2023 in Review

Psagot Value Holdings sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q1 2023, closing a stake of 870 shares — an estimated $31K sold.

Psagot Value Holdings first reported a position in RSPN in Q3 2022 and held it in 2 quarters. The position peaked at $31K in Q4 2022. 111 funds tracked by Wall St. Rank hold RSPN as of Q1 2023.

Psagot Value Holdings reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q1 2023 after selling out during the quarter.
Psagot Value Holdings sold 870 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2023, an estimated $31K.
Psagot Value Holdings first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q3 2022 and held it in 2 quarters.
Psagot Value Holdings's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $31K in Q4 2022.
111 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2023.

Based on Psagot Value Holdings's 13F filing for Q1 2023, filed 20 Jun 2023.