Clarus Wealth Advisors’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Clarus Wealth Advisors’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
2019 Q3	–	Sell	-2,318	Closed	-$115K	–	469
2019 Q2	$115K	Sell	2,318 -12	-0.5%	-$584	0.08%	175
2019 Q1	$113K	Buy	2,330 +16	+0.7%	+$741	0.08%	171
2018 Q4	$103K	Buy	2,314 +14	+0.6%	+$635	0.16%	157
2018 Q3	$101K	Buy	2,300 +38	+2%	+$1.67K	0.07%	209
2018 Q2	$93K	Buy	+2,262	New	+$93.4K	0.07%	206

Other funds holding RSPU

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Clarus Wealth Advisors's RSPU Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2019, closing a stake of 2,318 shares — an estimated $115K sold.

Clarus Wealth Advisors first reported a position in RSPU in Q2 2018 and held it in 5 quarters. The position peaked at $115K in Q2 2019. 84 funds tracked by Wall St. Rank hold RSPU as of Q3 2019.

Clarus Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 2,318 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2019, an estimated $115K.
Clarus Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $115K in Q2 2019.
84 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.