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Cavalier Investments’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Cavalier Investments’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
2016
Q3 		– Sell
-60,270
Closed -$1.55M – 159
2016
Q2 		$1.55M Hold
60,270
– – 0.91% 24
2016
Q1 		$1.47M Buy
+60,270
New +$1.4M 0.84% 26

Other funds holding RSPS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Cavalier Investments's RSPS Position: Q3 2016 in Review

Cavalier Investments sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q3 2016, closing a stake of 60,270 shares — an estimated $1.55M sold.

Cavalier Investments first reported a position in RSPS in Q1 2016 and held it in 2 quarters. The position peaked at $1.55M in Q2 2016. 75 funds tracked by Wall St. Rank hold RSPS as of Q3 2016.

  • Cavalier Investments reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q3 2016 after selling out during the quarter.
  • Cavalier Investments sold 60,270 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q3 2016, an estimated $1.55M.
  • Cavalier Investments first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2016 and held it in 2 quarters.
  • Cavalier Investments's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $1.55M in Q2 2016.
  • 75 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q3 2016.

Based on Cavalier Investments's 13F filing for Q3 2016, filed 14 Nov 2016.