Wealth Enhancement Advisory Services’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Wealth Enhancement Advisory Services’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	-30,057	Closed	-$990K	–	2691
2024 Q1	$990K	Sell	30,057 -104,309	-78%	-$3.29M	﹤0.01%	1242
2023 Q4	$4.22M	Buy	134,366 +17,865	+15%	+$535K	0.01%	654
2023 Q3	$3.5M	Buy	+116,501	New	+$3.8M	0.01%	673

Other funds holding RSPS

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wealth Enhancement Advisory Services's RSPS Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q2 2024, closing a stake of 30,057 shares — an estimated $990K sold.

Wealth Enhancement Advisory Services first reported a position in RSPS in Q3 2023 and held it in 3 quarters. The position peaked at $4.22M in Q4 2023. 118 funds tracked by Wall St. Rank hold RSPS as of Q2 2024.

Wealth Enhancement Advisory Services reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q2 2024 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 30,057 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2024, an estimated $990K.
Wealth Enhancement Advisory Services first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q3 2023 and held it in 3 quarters.
Wealth Enhancement Advisory Services's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $4.22M 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 Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.