Certified Advisory Corp’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-452	Closed	-$23K	–	621
2021 Q1	$23K	Buy	+452	New	+$22.4K	0.01%	473
2020 Q2	$20K	Buy	440 +4	+0.9%	+$185	0.01%	441
2020 Q1	$19K	Buy	436 +4	+0.9%	+$208	0.01%	425
2019 Q4	$23K	Buy	432 +2	+0.5%	+$104	0.01%	458
2019 Q3	$23K	Buy	430 +2	+0.5%	+$102	0.01%	461
2019 Q2	$21K	Buy	428 +4	+0.9%	+$195	0.01%	481
2019 Q1	$21K	Buy	424 +2	+0.5%	+$93	0.01%	443
2018 Q4	$19K	Buy	422 +4	+1%	+$181	0.01%	444
2018 Q3	$18K	Buy	418 +4	+1%	+$175	0.01%	470
2018 Q2	$18K	Buy	414 +4	+1%	+$165	0.01%	451
2018 Q1	$16K	Buy	410 +4	+1%	+$164	0.01%	445
2017 Q4	$17K	Buy	+406	New	+$18K	0.01%	400

Other funds holding RSPU

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

UCFA

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

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

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

LOIM

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

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Certified Advisory Corp's RSPU Position: Q2 2021 in Review

Certified Advisory Corp sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2021, closing a stake of 452 shares — an estimated $23K sold.

Certified Advisory Corp first reported a position in RSPU in Q4 2017 and held it in 12 quarters. The position peaked at $23K in Q1 2021. 72 funds tracked by Wall St. Rank hold RSPU as of Q2 2021.

Certified Advisory Corp reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 452 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2021, an estimated $23K.
Certified Advisory Corp first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $23K in Q1 2021.
72 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.