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Chicago Partners Investment Group’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Chicago Partners Investment Group’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
2017
Q3 		– Sell
-812
Closed -$33K – 974
2017
Q2 		$33K Buy
+812
New +$34.9K 0.01% 448

Other funds holding RSPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Chicago Partners Investment Group's RSPU Position: Q3 2017 in Review

Chicago Partners Investment Group sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2017, closing a stake of 812 shares — an estimated $33K sold.

Chicago Partners Investment Group first reported a position in RSPU in Q2 2017 and held it in 1 quarter. The position peaked at $33K in Q2 2017. 41 funds tracked by Wall St. Rank hold RSPU as of Q3 2017.

  • Chicago Partners Investment Group reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2017 after selling out during the quarter.
  • Chicago Partners Investment Group sold 812 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2017, an estimated $33K.
  • Chicago Partners Investment Group first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2017 and held it in 1 quarter.
  • Chicago Partners Investment Group's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $33K in Q2 2017.
  • 41 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2017.

Based on Chicago Partners Investment Group's 13F filing for Q3 2017, filed 22 Nov 2017.