BCS Wealth Management’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

BCS Wealth Management’s Portfolio RSPS Stock Details RSPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-8,710	Closed	-$249K	–	150
2020 Q3	$249K	Sell	8,710 -175	-2%	-$5.01K	0.14%	108
2020 Q2	$241K	Sell	8,885 -750	-8%	-$20.1K	0.14%	106
2020 Q1	$238K	Hold	9,635	–	–	0.17%	94
2019 Q4	$281K	Buy	+9,635	New	+$272K	0.19%	85

Other funds holding RSPS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

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

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

BCS Wealth Management's RSPS Position: Q4 2020 in Review

BCS Wealth Management sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2020, closing a stake of 8,710 shares — an estimated $249K sold.

BCS Wealth Management first reported a position in RSPS in Q4 2019 and held it in 4 quarters. The position peaked at $281K in Q4 2019. 112 funds tracked by Wall St. Rank hold RSPS as of Q4 2020.

BCS Wealth Management reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2020 after selling out during the quarter.
BCS Wealth Management sold 8,710 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2020, an estimated $249K.
BCS Wealth Management first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2019 and held it in 4 quarters.
BCS Wealth Management's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $281K in Q4 2019.
112 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2020.

Based on BCS Wealth Management's 13F filing for Q4 2020, filed 21 Jan 2021.