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FDx Advisors’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

FDx Advisors’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
2017
Q3 		– Sell
-13,394
Closed -$568K – 1291
2017
Q2 		$568K Sell
13,394
-808
-6% -$34.7K 0.02% 734
2017
Q1 		$598K Buy
+14,202
New +$589K 0.02% 715

Other funds holding RSPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

FDx Advisors's RSPU Position: Q3 2017 in Review

FDx Advisors sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2017, closing a stake of 13,394 shares — an estimated $568K sold.

FDx Advisors first reported a position in RSPU in Q1 2017 and held it in 2 quarters. The position peaked at $598K in Q1 2017. 41 funds tracked by Wall St. Rank hold RSPU as of Q3 2017.

  • FDx Advisors reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2017 after selling out during the quarter.
  • FDx Advisors sold 13,394 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2017, an estimated $568K.
  • FDx Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2017 and held it in 2 quarters.
  • FDx Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $598K in Q1 2017.
  • 41 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2017.

Based on FDx Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.