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

WealthPLAN 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
Q3 		– Sell
-32
Closed -$1.77K – 981
2023
Q2 		$1.77K Hold
32
– – ﹤0.01% 1091
2023
Q1 		$1.81K Buy
+32
New +$1.81K ﹤0.01% 1144

Other funds holding RSPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return

WealthPLAN Partners's RSPU Position: Q3 2023 in Review

WealthPLAN Partners sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2023, closing a stake of 32 shares — an estimated $1.77K sold.

WealthPLAN Partners first reported a position in RSPU in Q1 2023 and held it in 2 quarters. The position peaked at $1.81K in Q1 2023. 98 funds tracked by Wall St. Rank hold RSPU as of Q3 2023.

  • WealthPLAN Partners reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 32 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2023, an estimated $1.77K.
  • WealthPLAN Partners first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $1.81K in Q1 2023.
  • 98 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2023.

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