Riggs Asset Management’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Riggs Asset Management’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 Q4	–	Sell	-3,200	Closed	-$171K	–	349
2022 Q3	$171K	Sell	3,200 -101,524	-97%	-$6.05M	0.07%	92
2022 Q2	$5.98M	Sell	104,724 -1,278	-1%	-$75.8K	2.47%	9
2022 Q1	$6.41M	Buy	+106,002	New	+$5.96M	1.88%	19

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWS

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

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

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

MAP

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

Riggs Asset Management's RSPU Position: Q4 2022 in Review

Riggs Asset Management sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2022, closing a stake of 3,200 shares — an estimated $171K sold.

Riggs Asset Management first reported a position in RSPU in Q1 2022 and held it in 3 quarters. The position peaked at $6.41M in Q1 2022. 111 funds tracked by Wall St. Rank hold RSPU as of Q4 2022.

Riggs Asset Management reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2022 after selling out during the quarter.
Riggs Asset Management sold 3,200 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2022, an estimated $171K.
Riggs Asset Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2022 and held it in 3 quarters.
Riggs Asset Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $6.41M in Q1 2022.
111 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2022.

Based on Riggs Asset Management's 13F filing for Q4 2022, filed 30 Jan 2023.