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

Econ Financial Services’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
2019
Q1 		– Sell
-44,205
Closed -$836K – 74
2018
Q4 		$836K Buy
+44,205
New +$890K 1.27% 32

Other funds holding RSPM

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

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

Econ Financial Services sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2019, closing a stake of 44,205 shares — an estimated $836K sold.

Econ Financial Services first reported a position in RSPM in Q4 2018 and held it in 1 quarter. The position peaked at $836K in Q4 2018. 45 funds tracked by Wall St. Rank hold RSPM as of Q1 2019.

  • Econ Financial Services reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2019 after selling out during the quarter.
  • Econ Financial Services sold 44,205 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2019, an estimated $836K.
  • Econ Financial Services first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2018 and held it in 1 quarter.
  • Econ Financial Services's Invesco S&P 500 Equal Weight Materials ETF position peaked at $836K in Q4 2018.
  • 45 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2019.

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