Total Clarity Wealth Management’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Total Clarity Wealth Management’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 Q1	–	Sell	-7,718	Closed	-$449K	–	233
2022 Q4	$449K	Sell	7,718 -332	-4%	-$18.7K	0.23%	111
2022 Q3	$429K	Buy	+8,050	New	+$479K	0.27%	107

Other funds holding RSPU

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

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

AWS

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

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

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

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

Total Clarity Wealth Management's RSPU Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2023, closing a stake of 7,718 shares — an estimated $449K sold.

Total Clarity Wealth Management first reported a position in RSPU in Q3 2022 and held it in 2 quarters. The position peaked at $449K in Q4 2022. 104 funds tracked by Wall St. Rank hold RSPU as of Q1 2023.

Total Clarity Wealth Management reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 7,718 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2023, an estimated $449K.
Total Clarity Wealth Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2022 and held it in 2 quarters.
Total Clarity Wealth Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $449K in Q4 2022.
104 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.