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Allworth Financial’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Allworth Financial’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-230
Closed -$6K – 1024
2019
Q1 		$6K Buy
+230
New +$5.32K ﹤0.01% 654
2018
Q3 		– Sell
-205
Closed -$5K – 973
2018
Q2 		$5K Buy
+205
New +$4.84K ﹤0.01% 646

Other funds holding RSPN

NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Allworth Financial's RSPN Position: Q2 2019 in Review

Allworth Financial sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q2 2019, closing a stake of 230 shares — an estimated $6K sold.

Allworth Financial first reported a position in RSPN in Q2 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 63 funds tracked by Wall St. Rank hold RSPN as of Q2 2019.

  • Allworth Financial reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q2 2019 after selling out during the quarter.
  • Allworth Financial sold 230 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2019, an estimated $6K.
  • Allworth Financial first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q2 2018 and held it in 2 quarters.
  • Allworth Financial's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $6K in Q1 2019.
  • 63 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2019.

Based on Allworth Financial's 13F filing for Q2 2019, filed 25 Jul 2019.