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Salomon & Ludwin’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Salomon & Ludwin’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
2024
Q1 		– Sell
-638
Closed -$32.1K – 880
2023
Q4 		$32.1K Hold
638
– – ﹤0.01% 360
2023
Q3 		$32.1K Buy
+638
New +$34.9K ﹤0.01% 360

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Salomon & Ludwin's RSPU Position: Q1 2024 in Review

Salomon & Ludwin sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2024, closing a stake of 638 shares — an estimated $32.1K sold.

Salomon & Ludwin first reported a position in RSPU in Q3 2023 and held it in 2 quarters. The position peaked at $32.1K in Q4 2023. 96 funds tracked by Wall St. Rank hold RSPU as of Q1 2024.

  • Salomon & Ludwin reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 638 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2024, an estimated $32.1K.
  • Salomon & Ludwin first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2023 and held it in 2 quarters.
  • Salomon & Ludwin's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $32.1K in Q4 2023.
  • 96 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2024.

Based on Salomon & Ludwin's 13F filing for Q1 2024, filed 2 May 2024.