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Wetzel Investment Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-1,400
Closed -$89.9K – 737
2024
Q2 		$89.9K Hold
1,400
– – 0.05% 183
2024
Q1 		$83.9K Hold
1,400
– – 0.05% 196
2023
Q4 		$82K Buy
+1,400
New +$74.5K 0.05% 197

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Wetzel Investment Advisors's RSPF Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q3 2024, closing a stake of 1,400 shares — an estimated $89.9K sold.

Wetzel Investment Advisors first reported a position in RSPF in Q4 2023 and held it in 3 quarters. The position peaked at $89.9K in Q2 2024. 94 funds tracked by Wall St. Rank hold RSPF as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,400 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2024, an estimated $89.9K.
  • Wetzel Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $89.9K in Q2 2024.
  • 94 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.