V Wealth Advisors’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

V Wealth 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	-36,310	Closed	-$1.44M	–	472
2021 Q4	$1.44M	Buy	36,310 +855	+2%	+$33.1K	0.21%	111
2021 Q3	$1.29M	Buy	35,455 +1,690	+5%	+$63.9K	0.2%	119
2021 Q2	$1.26M	Buy	33,765 +16,415	+95%	+$610K	0.2%	119
2021 Q1	$617K	Buy	+17,350	New	+$570K	0.11%	207

Other funds holding RSPN

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

V Wealth Advisors's RSPN Position: Q1 2022 in Review

V Wealth Advisors sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q1 2022, closing a stake of 36,310 shares — an estimated $1.44M sold.

V Wealth Advisors first reported a position in RSPN in Q1 2021 and held it in 4 quarters. The position peaked at $1.44M in Q4 2021. 104 funds tracked by Wall St. Rank hold RSPN as of Q1 2022.

V Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q1 2022 after selling out during the quarter.
V Wealth Advisors sold 36,310 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2022, an estimated $1.44M.
V Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2021 and held it in 4 quarters.
V Wealth Advisors's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $1.44M in Q4 2021.
104 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2022.

Based on V Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.