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Cumberland Advisors’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Cumberland Advisors’s Portfolio RSPS Stock Details RSPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-266,800
Closed -$6.85M – 86
2018
Q3 		$6.85M Buy
266,800
+66,450
+33% +$1.71M 4.58% 7
2018
Q2 		$5.01M Buy
+200,350
New +$4.92M 3.13% 14

Other funds holding RSPS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Cumberland Advisors's RSPS Position: Q4 2018 in Review

Cumberland Advisors sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2018, closing a stake of 266,800 shares — an estimated $6.85M sold.

Cumberland Advisors first reported a position in RSPS in Q2 2018 and held it in 2 quarters. The position peaked at $6.85M in Q3 2018. 78 funds tracked by Wall St. Rank hold RSPS as of Q4 2018.

  • Cumberland Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2018 after selling out during the quarter.
  • Cumberland Advisors sold 266,800 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2018, an estimated $6.85M.
  • Cumberland Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q2 2018 and held it in 2 quarters.
  • Cumberland Advisors's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $6.85M in Q3 2018.
  • 78 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2018.

Based on Cumberland Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.