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Almanack Investment Partners’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Almanack Investment Partners’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
2017
Q3 		– Sell
-8,458
Closed -$358K – 183
2017
Q2 		$358K Buy
8,458
+2,260
+36% +$97.1K 0.2% 76
2017
Q1 		$261K Buy
+6,198
New +$257K 0.2% 81

Other funds holding RSPU

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Almanack Investment Partners's RSPU Position: Q3 2017 in Review

Almanack Investment Partners sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2017, closing a stake of 8,458 shares — an estimated $358K sold.

Almanack Investment Partners first reported a position in RSPU in Q1 2017 and held it in 2 quarters. The position peaked at $358K in Q2 2017. 41 funds tracked by Wall St. Rank hold RSPU as of Q3 2017.

  • Almanack Investment Partners reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2017 after selling out during the quarter.
  • Almanack Investment Partners sold 8,458 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2017, an estimated $358K.
  • Almanack Investment Partners first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2017 and held it in 2 quarters.
  • Almanack Investment Partners's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $358K in Q2 2017.
  • 41 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2017.

Based on Almanack Investment Partners's 13F filing for Q3 2017, filed 13 Nov 2017.