United Capital Financial Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

United Capital Financial 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
2022 Q1	–	Sell	-103,571	Closed	-$6.67M	–	1214
2021 Q4	$6.67M	Sell	103,571 -1,936	-2%	-$125K	0.03%	335
2021 Q3	$6.47M	Buy	105,507 +580	+0.6%	+$35.3K	0.03%	333
2021 Q2	$6.27M	Buy	104,927 +4,787	+5%	+$287K	0.03%	346
2021 Q1	$5.59M	Buy	100,140 +37,775	+61%	+$1.99M	0.03%	346
2020 Q4	$2.99M	Buy	62,365 +65	+0.1%	+$2.83K	0.02%	429
2020 Q3	$2.37M	Buy	62,300 +60	+0.1%	+$2.31K	0.02%	463
2020 Q2	$2.32M	Buy	+62,240	New	+$2.21M	0.02%	484
2018 Q3	–	Sell	-40,759	Closed	-$1.73M	–	1366
2018 Q2	$1.73M	Sell	40,759 -1,316	-3%	-$57.8K	0.01%	628
2018 Q1	$1.85M	Sell	42,075 -1,219	-3%	-$55.2K	0.01%	610
2017 Q4	$1.91M	Sell	43,294 -3,156	-7%	-$134K	0.02%	604
2017 Q3	$1.92M	Sell	46,450 -6,354	-12%	-$253K	0.02%	583
2017 Q2	$2.09M	Buy	+52,804	New	+$2M	0.02%	560

Other funds holding RSPF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

United Capital Financial Advisors's RSPF Position: Q1 2022 in Review

United Capital Financial Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2022, closing a stake of 103,571 shares — an estimated $6.67M sold.

United Capital Financial Advisors first reported a position in RSPF in Q2 2017 and held it in 12 quarters. The position peaked at $6.67M in Q4 2021. 125 funds tracked by Wall St. Rank hold RSPF as of Q1 2022.

United Capital Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2022 after selling out during the quarter.
United Capital Financial Advisors sold 103,571 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2022, an estimated $6.67M.
United Capital Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2017 and held it in 12 quarters.
United Capital Financial Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $6.67M in Q4 2021.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2022.

Based on United Capital Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.