Capital Investment Advisory Services’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Capital Investment Advisory Services’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 Q4	–	Sell	-1,140	Closed	-$54K	–	714
2020 Q3	$54K	Hold	1,140	–	–	0.01%	445
2020 Q2	$52K	Hold	1,140	–	–	0.01%	406
2020 Q1	$50K	Hold	1,140	–	–	0.01%	386
2019 Q4	$61K	Hold	1,140	–	–	0.02%	376
2019 Q3	$61K	Hold	1,140	–	–	0.02%	510
2019 Q2	$57K	Hold	1,140	–	–	0.02%	520
2019 Q1	$55K	Buy	+1,140	New	+$52.8K	0.02%	466

Other funds holding RSPU

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

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LOIM

Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return

Capital Investment Advisory Services's RSPU Position: Q4 2020 in Review

Capital Investment Advisory Services sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2020, closing a stake of 1,140 shares — an estimated $54K sold.

Capital Investment Advisory Services first reported a position in RSPU in Q1 2019 and held it in 7 quarters. The position peaked at $61K in Q4 2019. 69 funds tracked by Wall St. Rank hold RSPU as of Q4 2020.

Capital Investment Advisory Services reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2020 after selling out during the quarter.
Capital Investment Advisory Services sold 1,140 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2020, an estimated $54K.
Capital Investment Advisory Services first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2019 and held it in 7 quarters.
Capital Investment Advisory Services's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $61K in Q4 2019.
69 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2020.

Based on Capital Investment Advisory Services's 13F filing for Q4 2020, filed 25 Jan 2021.