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

Acorn Wealth Advisors’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
2018
Q3 		– Sell
-1,016
Closed -$44K – 372
2018
Q2 		$44K Hold
1,016
– – 0.04% 296
2018
Q1 		$43K Hold
1,016
– – 0.04% 294
2017
Q4 		$43K Buy
+1,016
New +$44.9K 0.04% 277

Other funds holding RSPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Acorn Wealth Advisors's RSPU Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2018, closing a stake of 1,016 shares — an estimated $44K sold.

Acorn Wealth Advisors first reported a position in RSPU in Q4 2017 and held it in 3 quarters. The position peaked at $44K in Q2 2018. 49 funds tracked by Wall St. Rank hold RSPU as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,016 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2018, an estimated $44K.
  • Acorn Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $44K in Q2 2018.
  • 49 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.