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

United Capital Financial Advisors’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-89,610
Closed -$3.54M – 1216
2021
Q4 		$3.54M Sell
89,610
-5,250
-6% -$203K 0.02% 436
2021
Q3 		$3.46M Buy
94,860
+2,640
+3% +$99.9K 0.02% 431
2021
Q2 		$3.44M Buy
92,220
+50
+0.1% +$1.86K 0.02% 434
2021
Q1 		$3.27M Buy
92,170
+325
+0.4% +$10.7K 0.02% 419
2020
Q4 		$2.9M Buy
91,845
+1,445
+2% +$43K 0.02% 436
2020
Q3 		$2.44M Buy
90,400
+1,250
+1% +$32.8K 0.02% 458
2020
Q2 		$2.14M Sell
89,150
-2,675
-3% -$59.3K 0.02% 501
2020
Q1 		$1.8M Sell
91,825
-645
-0.7% -$16.2K 0.01% 518
2019
Q4 		$2.51M Sell
92,470
-2,580
-3% -$67.8K 0.02% 559
2019
Q3 		$2.4M Buy
95,050
+6,550
+7% +$163K 0.02% 556
2019
Q2 		$2.23M Buy
88,500
+6,700
+8% +$165K 0.01% 588
2019
Q1 		$1.97M Buy
+81,800
New +$1.89M 0.01% 592
2018
Q2 		– Sell
-79,855
Closed -$1.91M – 1353
2018
Q1 		$1.91M Sell
79,855
-4,250
-5% -$104K 0.01% 603
2017
Q4 		$2.03M Sell
84,105
-6,770
-7% -$156K 0.02% 582
2017
Q3 		$2.04M Sell
90,875
-10,035
-10% -$217K 0.02% 566
2017
Q2 		$2.18M Sell
100,910
-12,635
-11% -$267K 0.02% 546
2017
Q1 		$2.37M Sell
113,545
-30,260
-21% -$627K 0.02% 520
2016
Q4 		$2.85M Sell
143,805
-72,845
-34% -$1.4M 0.03% 476
2016
Q3 		$4.04M Buy
+216,650
New +$3.99M 0.04% 425
2016
Q1 		– Sell
-386,250
Closed -$6.41M – 1266
2015
Q4 		$6.41M Buy
+386,250
New +$6.5M 0.07% 285

Other funds holding RSPN

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

United Capital Financial Advisors sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q1 2022, closing a stake of 89,610 shares — an estimated $3.54M sold.

United Capital Financial Advisors first reported a position in RSPN in Q4 2015 and held it in 20 quarters. The position peaked at $6.41M in Q4 2015. 104 funds tracked by Wall St. Rank hold RSPN as of Q1 2022.

  • United Capital Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q1 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 89,610 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2022, an estimated $3.54M.
  • United Capital Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2015 and held it in 20 quarters.
  • United Capital Financial Advisors's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $6.41M in Q4 2015.
  • 104 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2022.

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