Western Wealth Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Western Wealth Management’s Portfolio RSPF Stock Details RSPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-42,064	Closed	-$2.24M	–	843
2022 Q2	$2.24M	Buy	42,064 +7	+0%	+$404	0.13%	168
2022 Q1	$2.68M	Buy	42,057 +16,723	+66%	+$1.08M	0.13%	160
2021 Q4	$1.63M	Buy	+25,334	New	+$1.63M	0.16%	137
2021 Q2	$326K	Buy	+5,444	New	+$326K	0.03%	470

Other funds holding RSPF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Western Wealth Management's RSPF Position: Q3 2022 in Review

Western Wealth Management sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q3 2022, closing a stake of 42,064 shares — an estimated $2.24M sold.

Western Wealth Management first reported a position in RSPF in Q2 2021 and held it in 4 quarters. The position peaked at $2.68M in Q1 2022. 99 funds tracked by Wall St. Rank hold RSPF as of Q3 2022.

Western Wealth Management reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q3 2022 after selling out during the quarter.
Western Wealth Management sold 42,064 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2022, an estimated $2.24M.
Western Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2021 and held it in 4 quarters.
Western Wealth Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $2.68M in Q1 2022.
99 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2022.

Based on Western Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.