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Stewardship Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Stewardship Advisors’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
Q2 		– Sell
-10,806
Closed -$688K – 49
2022
Q1 		$688K Buy
+10,806
New +$697K 0.25% 35

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Stewardship Advisors's RSPF Position: Q2 2022 in Review

Stewardship Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2022, closing a stake of 10,806 shares — an estimated $688K sold.

Stewardship Advisors first reported a position in RSPF in Q1 2022 and held it in 1 quarter. The position peaked at $688K in Q1 2022. 113 funds tracked by Wall St. Rank hold RSPF as of Q2 2022.

  • Stewardship Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2022 after selling out during the quarter.
  • Stewardship Advisors sold 10,806 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2022, an estimated $688K.
  • Stewardship Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2022 and held it in 1 quarter.
  • Stewardship Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $688K in Q1 2022.
  • 113 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2022.

Based on Stewardship Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.