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Regal Investment Advisors’s Invesco S&P 500 Equal Weight Communication Services ETF RSPC Stock Holding History

Regal Investment Advisors’s Portfolio RSPC Stock Details RSPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-21,556
Closed -$613K – 529
2023
Q2 		$613K Buy
21,556
+4,212
+24% +$115K 0.05% 267
2023
Q1 		$476K Buy
+17,344
New +$474K 0.04% 291

Other funds holding RSPC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

Regal Investment Advisors's RSPC Position: Q3 2023 in Review

Regal Investment Advisors sold out of Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) in Q3 2023, closing a stake of 21,556 shares — an estimated $613K sold.

Regal Investment Advisors first reported a position in RSPC in Q1 2023 and held it in 2 quarters. The position peaked at $613K in Q2 2023. 31 funds tracked by Wall St. Rank hold RSPC as of Q3 2023.

  • Regal Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Communication Services ETF position as of Q3 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 21,556 Invesco S&P 500 Equal Weight Communication Services ETF shares in Q3 2023, an estimated $613K.
  • Regal Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Communication Services ETF in Q1 2023 and held it in 2 quarters.
  • Regal Investment Advisors's Invesco S&P 500 Equal Weight Communication Services ETF position peaked at $613K in Q2 2023.
  • 31 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Communication Services ETF as of Q3 2023.

Based on Regal Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.