TCI Wealth Advisors’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

TCI Wealth Advisors’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
2022 Q3	–	Sell	-40	Closed	-$1K	–	2534
2022 Q2	$1K	Buy	+40	New	+$1.39K	﹤0.01%	2193
2018 Q3	–	Sell	-95	Closed	-$2K	–	1559
2018 Q2	$2K	Buy	+95	New	+$2.24K	﹤0.01%	1125
2017 Q3	–	Sell	-300	Closed	-$6K	–	1375
2017 Q2	$6K	Buy	+300	New	+$6.34K	﹤0.01%	720

Other funds holding RSPN

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCM

Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return

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

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

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

TCI Wealth Advisors's RSPN Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q3 2022, closing a stake of 40 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in RSPN in Q2 2017 and held it in 3 quarters. The position peaked at $6K in Q2 2017. 90 funds tracked by Wall St. Rank hold RSPN as of Q3 2022.

TCI Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 40 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2022, an estimated $1K.
TCI Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q2 2017 and held it in 3 quarters.
TCI Wealth Advisors's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $6K in Q2 2017.
90 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.