BCMIO
RSPF icon

Beacon Capital Management Inc (Ohio)’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q3 		– Sell
-15
Closed -$1K – 131
2019
Q2 		$1K Buy
+15
New +$638 ﹤0.01% 80

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Beacon Capital Management Inc (Ohio)'s RSPF Position: Q3 2019 in Review

Beacon Capital Management Inc (Ohio) sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q3 2019, closing a stake of 15 shares — an estimated $1K sold.

Beacon Capital Management Inc (Ohio) first reported a position in RSPF in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 88 funds tracked by Wall St. Rank hold RSPF as of Q3 2019.

  • Beacon Capital Management Inc (Ohio) reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q3 2019 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 15 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2019, an estimated $1K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2019 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s Invesco S&P 500 Equal Weight Financials ETF position peaked at $1K in Q2 2019.
  • 88 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2019.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2019, filed 22 Oct 2019.