WA
RSPS icon

Win Advisors’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Win Advisors’s Portfolio RSPS Stock Details RSPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-835
Closed -$26K – 158
2022
Q3 		$26K Buy
+835
New +$28.1K 0.01% 47

Other funds holding RSPS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Win Advisors's RSPS Position: Q4 2022 in Review

Win Advisors sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2022, closing a stake of 835 shares — an estimated $26K sold.

Win Advisors first reported a position in RSPS in Q3 2022 and held it in 1 quarter. The position peaked at $26K in Q3 2022. 133 funds tracked by Wall St. Rank hold RSPS as of Q4 2022.

  • Win Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2022 after selling out during the quarter.
  • Win Advisors sold 835 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2022, an estimated $26K.
  • Win Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q3 2022 and held it in 1 quarter.
  • Win Advisors's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $26K in Q3 2022.
  • 133 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2022.

Based on Win Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.