TD Waterhouse Canada’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

TD Waterhouse Canada’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	-66	Closed	-$3.18K	–	1785
2023 Q3	$3.18K	Hold	66	–	–	﹤0.01%	1437
2023 Q2	$3.67K	Hold	66	–	–	﹤0.01%	1447
2023 Q1	$3.71K	Hold	66	–	–	﹤0.01%	1433
2022 Q4	$3.83K	Sell	66 -92	-58%	-$5.17K	﹤0.01%	1397
2022 Q3	$8.67K	Sell	158 -1,010	-86%	-$60.2K	﹤0.01%	1256
2022 Q2	$49.2K	Buy	1,168 +422	+57%	+$25K	﹤0.01%	921
2022 Q1	$45.8K	Buy	+746	New	+$41.9K	﹤0.01%	1018

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

TD Waterhouse Canada's RSPU Position: Q4 2023 in Review

TD Waterhouse Canada sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2023, closing a stake of 66 shares — an estimated $3.18K sold.

TD Waterhouse Canada first reported a position in RSPU in Q1 2022 and held it in 7 quarters. The position peaked at $49.2K in Q2 2022. 91 funds tracked by Wall St. Rank hold RSPU as of Q4 2023.

TD Waterhouse Canada reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2023 after selling out during the quarter.
TD Waterhouse Canada sold 66 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2023, an estimated $3.18K.
TD Waterhouse Canada first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2022 and held it in 7 quarters.
TD Waterhouse Canada's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $49.2K in Q2 2022.
91 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2023.

Based on TD Waterhouse Canada's 13F filing for Q4 2023, filed 12 Feb 2024.