Westside Investment Management’s Invesco S&P 500 Equal Weight Communication Services ETF RSPC Stock Holding History

Westside Investment Management’s Portfolio RSPC Stock Details RSPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-89	Closed	-$2.53K	–	853
2023 Q2	$2.53K	Hold	89	–	–	﹤0.01%	758
2023 Q1	$2.44K	Buy	+89	New	+$2.43K	﹤0.01%	756

Other funds holding RSPC

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

RJFSA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

Westside Investment Management's RSPC Position: Q3 2023 in Review

Westside Investment Management sold out of Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) in Q3 2023, closing a stake of 89 shares — an estimated $2.53K sold.

Westside Investment Management first reported a position in RSPC in Q1 2023 and held it in 2 quarters. The position peaked at $2.53K in Q2 2023. 31 funds tracked by Wall St. Rank hold RSPC as of Q3 2023.

Westside Investment Management reported no remaining Invesco S&P 500 Equal Weight Communication Services ETF position as of Q3 2023 after selling out during the quarter.
Westside Investment Management sold 89 Invesco S&P 500 Equal Weight Communication Services ETF shares in Q3 2023, an estimated $2.53K.
Westside Investment Management first reported a position in Invesco S&P 500 Equal Weight Communication Services ETF in Q1 2023 and held it in 2 quarters.
Westside Investment Management's Invesco S&P 500 Equal Weight Communication Services ETF position peaked at $2.53K in Q2 2023.
31 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Communication Services ETF as of Q3 2023.

Based on Westside Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.