VFG
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Victory Financial Group’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Victory Financial Group’s Portfolio RSPS Stock Details RSPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,073
Closed -$365K – 79
2024
Q1 		$365K Sell
11,073
-790
-7% -$25K 0.22% 39
2023
Q4 		$372K Buy
+11,863
New +$355K 0.25% 44

Other funds holding RSPS

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Victory Financial Group's RSPS Position: Q2 2024 in Review

Victory Financial Group sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q2 2024, closing a stake of 11,073 shares — an estimated $365K sold.

Victory Financial Group first reported a position in RSPS in Q4 2023 and held it in 2 quarters. The position peaked at $372K in Q4 2023. 118 funds tracked by Wall St. Rank hold RSPS as of Q2 2024.

  • Victory Financial Group reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q2 2024 after selling out during the quarter.
  • Victory Financial Group sold 11,073 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2024, an estimated $365K.
  • Victory Financial Group first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2023 and held it in 2 quarters.
  • Victory Financial Group's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $372K in Q4 2023.
  • 118 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2024.

Based on Victory Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.