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

Affinity 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
2019
Q1 		– Sell
-38,710
Closed -$1.72M – 109
2018
Q4 		$1.72M Buy
+38,710
New +$1.76M 1.04% 16

Other funds holding RSPU

TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Affinity Wealth Management's RSPU Position: Q1 2019 in Review

Affinity Wealth Management sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2019, closing a stake of 38,710 shares — an estimated $1.72M sold.

Affinity Wealth Management first reported a position in RSPU in Q4 2018 and held it in 1 quarter. The position peaked at $1.72M in Q4 2018. 81 funds tracked by Wall St. Rank hold RSPU as of Q1 2019.

  • Affinity Wealth Management reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2019 after selling out during the quarter.
  • Affinity Wealth Management sold 38,710 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2019, an estimated $1.72M.
  • Affinity Wealth Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2018 and held it in 1 quarter.
  • Affinity Wealth Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $1.72M in Q4 2018.
  • 81 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2019.

Based on Affinity Wealth Management's 13F filing for Q1 2019, filed 10 May 2019.