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WealthPLAN Partners’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-510
Closed -$17.1K – 980
2023
Q2 		$17.1K Hold
510
– – ﹤0.01% 709
2023
Q1 		$17.4K Buy
+510
New +$17.1K ﹤0.01% 757

Other funds holding RSPS

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthPLAN Partners's RSPS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q3 2023, closing a stake of 510 shares — an estimated $17.1K sold.

WealthPLAN Partners first reported a position in RSPS in Q1 2023 and held it in 2 quarters. The position peaked at $17.4K in Q1 2023. 124 funds tracked by Wall St. Rank hold RSPS as of Q3 2023.

  • WealthPLAN Partners reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 510 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q3 2023, an estimated $17.1K.
  • WealthPLAN Partners first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $17.4K in Q1 2023.
  • 124 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.