Cedar Wealth Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Cedar Wealth Management’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 Q4	–	Sell	-565	Closed	-$22K	–	241
2020 Q3	$22K	Hold	565	–	–	0.01%	162
2020 Q2	$21K	Hold	565	–	–	0.01%	164
2020 Q1	$18K	Sell	565 -565	-50%	-$23.8K	0.01%	168
2019 Q4	$53K	Buy	+1,130	New	+$50.9K	0.03%	89

Other funds holding RSPF

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Cedar Wealth Management's RSPF Position: Q4 2020 in Review

Cedar Wealth Management sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2020, closing a stake of 565 shares — an estimated $22K sold.

Cedar Wealth Management first reported a position in RSPF in Q4 2019 and held it in 4 quarters. The position peaked at $53K in Q4 2019. 66 funds tracked by Wall St. Rank hold RSPF as of Q4 2020.

Cedar Wealth Management reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2020 after selling out during the quarter.
Cedar Wealth Management sold 565 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2020, an estimated $22K.
Cedar Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2019 and held it in 4 quarters.
Cedar Wealth Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $53K in Q4 2019.
66 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2020.

Based on Cedar Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.