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Executive Wealth Management’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Executive Wealth Management’s Portfolio RSPU Stock Details RSPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-188
Closed -$9K – 652
2019
Q2 		$9K Hold
188
– – ﹤0.01% 637
2019
Q1 		$9K Buy
+188
New +$8.71K ﹤0.01% 579

Other funds holding RSPU

MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Executive Wealth Management's RSPU Position: Q3 2019 in Review

Executive Wealth Management sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2019, closing a stake of 188 shares — an estimated $9K sold.

Executive Wealth Management first reported a position in RSPU in Q1 2019 and held it in 2 quarters. The position peaked at $9K in Q2 2019. 84 funds tracked by Wall St. Rank hold RSPU as of Q3 2019.

  • Executive Wealth Management reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 188 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2019, an estimated $9K.
  • Executive Wealth Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2019 and held it in 2 quarters.
  • Executive Wealth Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $9K in Q2 2019.
  • 84 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.