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DFPG Investments’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

DFPG Investments’s Portfolio RSPM Stock Details RSPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-30,580
Closed -$639K – 187
2020
Q2 		$639K Buy
30,580
+2,370
+8% +$45.2K 0.39% 74
2020
Q1 		$496K Buy
28,210
+3,835
+16% +$78.4K 0.37% 78
2019
Q4 		$557K Buy
+24,375
New +$541K 0.36% 78

Other funds holding RSPM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

DFPG Investments's RSPM Position: Q3 2020 in Review

DFPG Investments sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q3 2020, closing a stake of 30,580 shares — an estimated $639K sold.

DFPG Investments first reported a position in RSPM in Q4 2019 and held it in 3 quarters. The position peaked at $639K in Q2 2020. 43 funds tracked by Wall St. Rank hold RSPM as of Q3 2020.

  • DFPG Investments reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q3 2020 after selling out during the quarter.
  • DFPG Investments sold 30,580 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2020, an estimated $639K.
  • DFPG Investments first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2019 and held it in 3 quarters.
  • DFPG Investments's Invesco S&P 500 Equal Weight Materials ETF position peaked at $639K in Q2 2020.
  • 43 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2020.

Based on DFPG Investments's 13F filing for Q3 2020, filed 13 Oct 2020.