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Wealth Enhancement & Preservation of GA’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Wealth Enhancement & Preservation of GA’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
2023
Q1 		– Sell
-13,215
Closed -$451K – 48
2022
Q4 		$451K Buy
13,215
+180
+1% +$6.03K 0.74% 38
2022
Q3 		$401K Buy
+13,035
New +$438K 0.64% 39

Other funds holding RSPS

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's RSPS Position: Q1 2023 in Review

Wealth Enhancement & Preservation of GA sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q1 2023, closing a stake of 13,215 shares — an estimated $451K sold.

Wealth Enhancement & Preservation of GA first reported a position in RSPS in Q3 2022 and held it in 2 quarters. The position peaked at $451K in Q4 2022. 135 funds tracked by Wall St. Rank hold RSPS as of Q1 2023.

  • Wealth Enhancement & Preservation of GA reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 13,215 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q1 2023, an estimated $451K.
  • Wealth Enhancement & Preservation of GA first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q3 2022 and held it in 2 quarters.
  • Wealth Enhancement & Preservation of GA's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $451K in Q4 2022.
  • 135 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2023, filed 11 Apr 2023.