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

Arbor Wealth Management’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
2019
Q2 		– Sell
-230
Closed -$9K – 233
2019
Q1 		$9K Hold
230
– – 0.01% 138
2018
Q4 		$8K Buy
+230
New +$9.2K 0.01% 122
2016
Q1 		– Sell
-3,583
Closed -$92K – 113
2015
Q4 		$92K Buy
+3,583
New +$109K 0.1% 90

Other funds holding RSPF

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFWA
FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Arbor Wealth Management's RSPF Position: Q2 2019 in Review

Arbor Wealth Management sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2019, closing a stake of 230 shares — an estimated $9K sold.

Arbor Wealth Management first reported a position in RSPF in Q4 2015 and held it in 3 quarters. The position peaked at $92K in Q4 2015. 89 funds tracked by Wall St. Rank hold RSPF as of Q2 2019.

  • Arbor Wealth Management reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 230 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2019, an estimated $9K.
  • Arbor Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2015 and held it in 3 quarters.
  • Arbor Wealth Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $92K in Q4 2015.
  • 89 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2019.

Based on Arbor Wealth Management's 13F filing for Q2 2019, filed 16 Jul 2019.