SOA Wealth Advisors’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

SOA Wealth Advisors’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
2023 Q4	–	Sell	-84	Closed	-$4.23K	–	943
2023 Q3	$4.23K	Sell	84 -446	-84%	-$24.4K	﹤0.01%	637
2023 Q2	$29.3K	Hold	530	–	–	0.01%	363
2023 Q1	$30.1K	Hold	530	–	–	0.01%	353
2022 Q4	$30.8K	Hold	530	–	–	0.01%	343
2022 Q3	$28K	Hold	530	–	–	0.01%	334
2022 Q2	$30K	Hold	530	–	–	0.01%	322
2022 Q1	$32K	Hold	530	–	–	0.01%	380
2021 Q4	$30K	Hold	530	–	–	0.01%	378
2021 Q3	$27K	Hold	530	–	–	0.01%	405
2021 Q2	$27K	Hold	530	–	–	0.01%	409
2021 Q1	$27K	Hold	530	–	–	0.01%	349
2020 Q4	$26K	Buy	+530	New	+$26.7K	0.01%	356

Other funds holding RSPU

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

AWS

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

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

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 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

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

SOA Wealth Advisors's RSPU Position: Q4 2023 in Review

SOA Wealth Advisors sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2023, closing a stake of 84 shares — an estimated $4.23K sold.

SOA Wealth Advisors first reported a position in RSPU in Q4 2020 and held it in 12 quarters. The position peaked at $32K in Q1 2022. 91 funds tracked by Wall St. Rank hold RSPU as of Q4 2023.

SOA Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2023 after selling out during the quarter.
SOA Wealth Advisors sold 84 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2023, an estimated $4.23K.
SOA Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2020 and held it in 12 quarters.
SOA Wealth Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $32K in Q1 2022.
91 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.