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

Western Wealth Management’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
2022 Q1	–	Sell	-7,266	Closed	-$411K	–	845
2021 Q4	$411K	Buy	+7,266	New	+$391K	0.04%	372
2020 Q2	–	Sell	-10,994	Closed	-$484K	–	445
2020 Q1	$484K	Buy	+10,994	New	+$571K	0.11%	187

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Western Wealth Management's RSPU Position: Q1 2022 in Review

Western Wealth Management sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2022, closing a stake of 7,266 shares — an estimated $411K sold.

Western Wealth Management first reported a position in RSPU in Q1 2020 and held it in 2 quarters. The position peaked at $484K in Q1 2020. 93 funds tracked by Wall St. Rank hold RSPU as of Q1 2022.

Western Wealth Management reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2022 after selling out during the quarter.
Western Wealth Management sold 7,266 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2022, an estimated $411K.
Western Wealth Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2020 and held it in 2 quarters.
Western Wealth Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $484K in Q1 2020.
93 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2022.

Based on Western Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.