Atlas Capital Advisors’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Atlas Capital Advisors’s Portfolio RSPD Stock Details RSPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-381	Closed	-$14.2K	–	701
2019 Q4	$14.2K	Hold	381	–	–	﹤0.01%	563
2019 Q3	$13.3K	Sell	381 -9	-2%	-$309	﹤0.01%	557
2019 Q2	$13.7K	Buy	+390	New	+$13.6K	﹤0.01%	577

Other funds holding RSPD

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atlas Capital Advisors's RSPD Position: Q1 2020 in Review

Atlas Capital Advisors sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q1 2020, closing a stake of 381 shares — an estimated $14.2K sold.

Atlas Capital Advisors first reported a position in RSPD in Q2 2019 and held it in 3 quarters. The position peaked at $14.2K in Q4 2019. 40 funds tracked by Wall St. Rank hold RSPD as of Q1 2020.

Atlas Capital Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q1 2020 after selling out during the quarter.
Atlas Capital Advisors sold 381 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2020, an estimated $14.2K.
Atlas Capital Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q2 2019 and held it in 3 quarters.
Atlas Capital Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $14.2K in Q4 2019.
40 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2020.

Based on Atlas Capital Advisors's 13F filing for Q1 2020, filed 4 May 2020.