Wealthcare Advisory Partners’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Wealthcare Advisory Partners’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	-3,730	Closed	-$211K	–	756
2023 Q1	$211K	Sell	3,730 -70,104	-95%	-$3.96M	0.01%	672
2022 Q4	$4.29M	Buy	73,834 +5,286	+8%	+$297K	0.21%	88
2022 Q3	$3.65M	Buy	68,548 +4,144	+6%	+$247K	0.21%	89
2022 Q2	$3.68M	Buy	64,404 +6,424	+11%	+$381K	0.22%	74
2022 Q1	$3.51M	Buy	57,980 +17,514	+43%	+$984K	0.21%	60
2021 Q4	$2.31M	Buy	+40,466	New	+$2.18M	0.14%	95
2021 Q2	–	Sell	-482	Closed	-$25K	–	1601
2021 Q1	$25K	Buy	+482	New	+$23.9K	﹤0.01%	1124
2020 Q2	–	Sell	-466	Closed	-$21K	–	1142
2020 Q1	$21K	Buy	466 +4	+0.9%	+$208	﹤0.01%	720
2019 Q4	$25K	Buy	462 +2	+0.4%	+$104	﹤0.01%	706
2019 Q3	$25K	Hold	460	–	–	﹤0.01%	693
2019 Q2	$23K	Hold	460	–	–	﹤0.01%	692
2019 Q1	$22K	Hold	460	–	–	﹤0.01%	639
2018 Q4	$20K	Hold	460	–	–	﹤0.01%	627
2018 Q3	$20K	Hold	460	–	–	﹤0.01%	677
2018 Q2	$20K	Buy	+460	New	+$19K	﹤0.01%	675

Other funds holding RSPU

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

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

FAM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $1.37T AUM 24.88% 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 $360M AUM 19.98% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wealthcare Advisory Partners's RSPU Position: Q2 2023 in Review

Wealthcare Advisory Partners sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2023, closing a stake of 3,730 shares — an estimated $211K sold.

Wealthcare Advisory Partners first reported a position in RSPU in Q2 2018 and held it in 15 quarters. The position peaked at $4.29M in Q4 2022. 103 funds tracked by Wall St. Rank hold RSPU as of Q2 2023.

Wealthcare Advisory Partners reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,730 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2023, an estimated $211K.
Wealthcare Advisory Partners first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2018 and held it in 15 quarters.
Wealthcare Advisory Partners's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $4.29M in Q4 2022.
103 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2023, filed 17 Jul 2023.