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Altus Wealth Group’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Altus Wealth Group’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-176
Closed -$8K – 661
2020
Q4 		$8K Buy
+176
New +$7.66K 0.01% 577

Other funds holding RSPF

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Altus Wealth Group's RSPF Position: Q1 2021 in Review

Altus Wealth Group sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2021, closing a stake of 176 shares — an estimated $8K sold.

Altus Wealth Group first reported a position in RSPF in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 78 funds tracked by Wall St. Rank hold RSPF as of Q1 2021.

  • Altus Wealth Group reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 176 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2021, an estimated $8K.
  • Altus Wealth Group first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Invesco S&P 500 Equal Weight Financials ETF position peaked at $8K in Q4 2020.
  • 78 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.