CFM Wealth Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

CFM Wealth Partners’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-955	Closed	-$97K	–	402
2020 Q2	$97K	Hold	955	–	–	0.04%	201
2020 Q1	$80K	Hold	955	–	–	0.04%	217
2019 Q4	$113K	Buy	+955	New	+$106K	0.04%	196

Other funds holding RSP

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CFM Wealth Partners's RSP Position: Q3 2020 in Review

CFM Wealth Partners sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2020, closing a stake of 955 shares — an estimated $97K sold.

CFM Wealth Partners first reported a position in RSP in Q4 2019 and held it in 3 quarters. The position peaked at $113K in Q4 2019. 692 funds tracked by Wall St. Rank hold RSP as of Q3 2020.

CFM Wealth Partners reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 955 Invesco S&P 500 Equal Weight ETF shares in Q3 2020, an estimated $97K.
CFM Wealth Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's Invesco S&P 500 Equal Weight ETF position peaked at $113K in Q4 2019.
692 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.