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BerganKDV Wealth Management’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

BerganKDV Wealth Management’s Portfolio RSPU Stock Details RSPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-236
Closed -$10K – 1071
2020
Q1 		$10K Buy
+236
New +$12.3K ﹤0.01% 494

Other funds holding RSPU

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

BerganKDV Wealth Management's RSPU Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2020, closing a stake of 236 shares — an estimated $10K sold.

BerganKDV Wealth Management first reported a position in RSPU in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 76 funds tracked by Wall St. Rank hold RSPU as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 236 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2020, an estimated $10K.
  • BerganKDV Wealth Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $10K in Q1 2020.
  • 76 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.