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Cary Street Partners Investment Advisory’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Cary Street Partners Investment Advisory’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
2020
Q3 		– Sell
-9,525
Closed -$354K – 979
2020
Q2 		$354K Buy
+9,525
New +$338K 0.5% 60

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
FFWA
FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cary Street Partners Investment Advisory's RSPF Position: Q3 2020 in Review

Cary Street Partners Investment Advisory sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q3 2020, closing a stake of 9,525 shares — an estimated $354K sold.

Cary Street Partners Investment Advisory first reported a position in RSPF in Q2 2020 and held it in 1 quarter. The position peaked at $354K in Q2 2020. 60 funds tracked by Wall St. Rank hold RSPF as of Q3 2020.

  • Cary Street Partners Investment Advisory reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q3 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 9,525 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2020, an estimated $354K.
  • Cary Street Partners Investment Advisory first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Invesco S&P 500 Equal Weight Financials ETF position peaked at $354K in Q2 2020.
  • 60 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2020, filed 12 Nov 2020.