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

United Capital Financial Advisors’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 Q2	–	Sell	-6,890	Closed	-$391K	–	961
2023 Q1	$391K	Sell	6,890 -2,160	-24%	-$122K	﹤0.01%	771
2022 Q4	$526K	Sell	9,050 -48	-0.5%	-$2.7K	﹤0.01%	743
2022 Q3	$485K	Buy	9,098 +48	+0.5%	+$2.86K	﹤0.01%	771
2022 Q2	$517K	Hold	9,050	–	–	﹤0.01%	784
2022 Q1	$547K	Sell	9,050 -50,312	-85%	-$2.83M	﹤0.01%	817
2021 Q4	$3.39M	Sell	59,362 -1,050	-2%	-$56.5K	0.02%	443
2021 Q3	$3.1M	Buy	60,412 +1,610	+3%	+$86.9K	0.02%	455
2021 Q2	$3.04M	Buy	58,802 +2,170	+4%	+$115K	0.02%	464
2021 Q1	$2.93M	Buy	56,632 +6,472	+13%	+$321K	0.02%	435
2020 Q4	$2.51M	Buy	50,160 +3,028	+6%	+$153K	0.02%	457
2020 Q3	$2.22M	Buy	47,132 +556	+1%	+$26.4K	0.01%	476
2020 Q2	$2.12M	Sell	46,576 -1,388	-3%	-$64.2K	0.02%	504
2020 Q1	$2.12M	Sell	47,964 -1,236	-3%	-$64.2K	0.02%	481
2019 Q4	$2.61M	Sell	49,200 -1,210	-2%	-$63.1K	0.02%	552
2019 Q3	$2.69M	Buy	50,410 +3,090	+7%	+$157K	0.02%	529
2019 Q2	$2.34M	Buy	47,320 +3,240	+7%	+$158K	0.02%	577
2019 Q1	$2.13M	Buy	+44,080	New	+$2.04M	0.02%	578
2018 Q1	–	Sell	-5,760	Closed	-$247K	–	1354
2017 Q4	$247K	Sell	5,760 -36,900	-86%	-$1.63M	﹤0.01%	1177
2017 Q3	$1.84M	Sell	42,660 -4,140	-9%	-$181K	0.02%	600
2017 Q2	$1.98M	Buy	+46,800	New	+$2.01M	0.02%	581
2016 Q3	–	Sell	-123,126	Closed	-$5.42M	–	1303
2016 Q2	$5.42M	Buy	+123,126	New	+$5.09M	0.06%	355
2015 Q4	–	Sell	-182,116	Closed	-$6.46M	–	1277
2015 Q3	$6.46M	Sell	182,116 -1,996	-1%	-$71.1K	0.08%	264
2015 Q2	$6.38M	Sell	184,112 -7,254	-4%	-$266K	0.07%	299
2015 Q1	$7.12M	Buy	+191,366	New	+$7.41M	0.09%	279
2014 Q3	–	Sell	-58,222	Closed	-$2.17M	–	1120
2014 Q2	$2.17M	Buy	+58,222	New	+$2.08M	0.04%	400

Other funds holding RSPU

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

FAM

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

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

AWS

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

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

RJFSA

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

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

United Capital Financial Advisors's RSPU Position: Q2 2023 in Review

United Capital Financial Advisors sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2023, closing a stake of 6,890 shares — an estimated $391K sold.

United Capital Financial Advisors first reported a position in RSPU in Q2 2014 and held it in 25 quarters. The position peaked at $7.12M in Q1 2015. 102 funds tracked by Wall St. Rank hold RSPU as of Q2 2023.

United Capital Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2023 after selling out during the quarter.
United Capital Financial Advisors sold 6,890 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2023, an estimated $391K.
United Capital Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2014 and held it in 25 quarters.
United Capital Financial Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $7.12M in Q1 2015.
102 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2023.

Based on United Capital Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.