EFS
RSPF icon

Econ Financial Services’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Econ Financial Services’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
Q1 		– Sell
-11,702
Closed -$425K – 73
2018
Q4 		$425K Buy
+11,702
New +$468K 0.65% 48

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFWA
FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Econ Financial Services's RSPF Position: Q1 2019 in Review

Econ Financial Services sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2019, closing a stake of 11,702 shares — an estimated $425K sold.

Econ Financial Services first reported a position in RSPF in Q4 2018 and held it in 1 quarter. The position peaked at $425K in Q4 2018. 89 funds tracked by Wall St. Rank hold RSPF as of Q1 2019.

  • Econ Financial Services reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2019 after selling out during the quarter.
  • Econ Financial Services sold 11,702 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2019, an estimated $425K.
  • Econ Financial Services first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2018 and held it in 1 quarter.
  • Econ Financial Services's Invesco S&P 500 Equal Weight Financials ETF position peaked at $425K in Q4 2018.
  • 89 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2019.

Based on Econ Financial Services's 13F filing for Q1 2019, filed 8 May 2019.