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Brendel Financial Advisors’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Brendel Financial Advisors’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
2019
Q3 		– Sell
-14,330
Closed -$384K – 89
2019
Q2 		$384K Buy
+14,330
New +$382K 0.37% 60

Other funds holding RSPS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Brendel Financial Advisors's RSPS Position: Q3 2019 in Review

Brendel Financial Advisors sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q3 2019, closing a stake of 14,330 shares — an estimated $384K sold.

Brendel Financial Advisors first reported a position in RSPS in Q2 2019 and held it in 1 quarter. The position peaked at $384K in Q2 2019. 101 funds tracked by Wall St. Rank hold RSPS as of Q3 2019.

  • Brendel Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q3 2019 after selling out during the quarter.
  • Brendel Financial Advisors sold 14,330 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q3 2019, an estimated $384K.
  • Brendel Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q2 2019 and held it in 1 quarter.
  • Brendel Financial Advisors's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $384K in Q2 2019.
  • 101 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q3 2019.

Based on Brendel Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.