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Stephens Inc’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Stephens Inc’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,215
Closed -$233K – 1279
2023
Q1 		$233K Buy
+6,215
New +$233K ﹤0.01% 978

Other funds holding RSPN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stephens Inc's RSPN Position: Q2 2023 in Review

Stephens Inc sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q2 2023, closing a stake of 6,215 shares — an estimated $233K sold.

Stephens Inc first reported a position in RSPN in Q1 2023 and held it in 1 quarter. The position peaked at $233K in Q1 2023. 119 funds tracked by Wall St. Rank hold RSPN as of Q2 2023.

  • Stephens Inc reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q2 2023 after selling out during the quarter.
  • Stephens Inc sold 6,215 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2023, an estimated $233K.
  • Stephens Inc first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2023 and held it in 1 quarter.
  • Stephens Inc's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $233K in Q1 2023.
  • 119 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2023.

Based on Stephens Inc's 13F filing for Q2 2023, filed 14 Aug 2023.