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Concourse Financial Group Securities’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Concourse Financial Group Securities’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
2019
Q3 		– Sell
-60
Closed -$2.59K – 2088
2019
Q2 		$3K Buy
+60
New +$2.55K ﹤0.01% 1912

Other funds holding RSPF

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFWA
FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

Concourse Financial Group Securities's RSPF Position: Q3 2019 in Review

Concourse Financial Group Securities sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q3 2019, closing a stake of 60 shares — an estimated $2.59K sold.

Concourse Financial Group Securities first reported a position in RSPF in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 88 funds tracked by Wall St. Rank hold RSPF as of Q3 2019.

  • Concourse Financial Group Securities reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q3 2019 after selling out during the quarter.
  • Concourse Financial Group Securities sold 60 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2019, an estimated $2.59K.
  • Concourse Financial Group Securities first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2019 and held it in 1 quarter.
  • Concourse Financial Group Securities's Invesco S&P 500 Equal Weight Financials ETF position peaked at $3K in Q2 2019.
  • 88 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2019.

Based on Concourse Financial Group Securities's 13F filing for Q3 2019, filed 13 Nov 2019.