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Darwin Wealth Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Darwin Wealth Management’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
2020
Q2 		– Sell
-164
Closed -$4K – 638
2020
Q1 		$4K Buy
+164
New +$6.9K ﹤0.01% 632

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFWA
FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Darwin Wealth Management's RSPF Position: Q2 2020 in Review

Darwin Wealth Management sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2020, closing a stake of 164 shares — an estimated $4K sold.

Darwin Wealth Management first reported a position in RSPF in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 70 funds tracked by Wall St. Rank hold RSPF as of Q2 2020.

  • Darwin Wealth Management reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 164 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2020, an estimated $4K.
  • Darwin Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $4K in Q1 2020.
  • 70 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.