Treasure Coast Financial Planning’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Treasure Coast Financial Planning’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
2023 Q1	–	Sell	-28,403	Closed	-$1.6M	–	41
2022 Q4	$1.6M	Sell	28,403 -15,693	-36%	-$880K	1.2%	17
2022 Q3	$2.26M	Sell	44,096 -9,594	-18%	-$535K	1.81%	16
2022 Q2	$2.85M	Buy	53,690 +6,088	+13%	+$351K	2.21%	15
2022 Q1	$3.03M	Buy	47,602 +7,487	+19%	+$483K	2.32%	15
2021 Q4	$2.58M	Buy	+40,115	New	+$2.59M	2%	15

Other funds holding RSPF

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Treasure Coast Financial Planning's RSPF Position: Q1 2023 in Review

Treasure Coast Financial Planning sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2023, closing a stake of 28,403 shares — an estimated $1.6M sold.

Treasure Coast Financial Planning first reported a position in RSPF in Q4 2021 and held it in 5 quarters. The position peaked at $3.03M in Q1 2022. 107 funds tracked by Wall St. Rank hold RSPF as of Q1 2023.

Treasure Coast Financial Planning reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2023 after selling out during the quarter.
Treasure Coast Financial Planning sold 28,403 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2023, an estimated $1.6M.
Treasure Coast Financial Planning first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2021 and held it in 5 quarters.
Treasure Coast Financial Planning's Invesco S&P 500 Equal Weight Financials ETF position peaked at $3.03M in Q1 2022.
107 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2023.

Based on Treasure Coast Financial Planning's 13F filing for Q1 2023, filed 4 May 2023.