Retirement Group’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Retirement Group’s Portfolio RSPF Stock Details RSPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,008	Closed	-$54K	–	739
2022 Q2	$54K	Buy	1,008 +4	+0.4%	+$231	0.02%	204
2022 Q1	$64K	Buy	1,004 +4	+0.4%	+$258	0.02%	209
2021 Q4	$64K	Buy	+1,000	New	+$64.5K	0.03%	205
2019 Q4	$15K	Buy	+329	New	+$14.8K	0.01%	357

Other funds holding RSPF

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

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

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

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Retirement Group's RSPF Position: Q3 2022 in Review

Retirement Group sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q3 2022, closing a stake of 1,008 shares — an estimated $54K sold.

Retirement Group first reported a position in RSPF in Q4 2019 and held it in 4 quarters. The position peaked at $64K in Q1 2022. 99 funds tracked by Wall St. Rank hold RSPF as of Q3 2022.

Retirement Group reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q3 2022 after selling out during the quarter.
Retirement Group sold 1,008 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2022, an estimated $54K.
Retirement Group first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2019 and held it in 4 quarters.
Retirement Group's Invesco S&P 500 Equal Weight Financials ETF position peaked at $64K in Q1 2022.
99 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.