U.S. Capital Wealth Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

U.S. Capital Wealth 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
2023 Q1	–	Sell	-1,648	Closed	-$93K	–	1346
2022 Q4	$93K	Buy	+1,648	New	+$92.5K	﹤0.01%	746
2022 Q3	–	Sell	-4,649	Closed	-$247K	–	672
2022 Q2	$247K	Hold	4,649	–	–	0.01%	585
2022 Q1	$296K	Buy	+4,649	New	+$300K	0.01%	602

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 $4.98B AUM 22.72% 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

U.S. Capital Wealth Advisors's RSPF Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2023, closing a stake of 1,648 shares — an estimated $93K sold.

U.S. Capital Wealth Advisors first reported a position in RSPF in Q1 2022 and held it in 3 quarters. The position peaked at $296K in Q1 2022. 107 funds tracked by Wall St. Rank hold RSPF as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 1,648 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2023, an estimated $93K.
U.S. Capital Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2022 and held it in 3 quarters.
U.S. Capital Wealth Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $296K 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 U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.