Financial Architects (New Jersey)’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Financial Architects (New Jersey)’s Portfolio RSPD Stock Details RSPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-450	Closed	-$10K	–	900
2020 Q1	$10K	Sell	450 -300	-40%	-$9.73K	﹤0.01%	626
2019 Q4	$28K	Hold	750	–	–	0.01%	519
2019 Q3	$26K	Hold	750	–	–	0.01%	544
2019 Q2	$26K	Buy	+750	New	+$26.2K	﹤0.01%	659

Other funds holding RSPD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Architects (New Jersey)'s RSPD Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q2 2020, closing a stake of 450 shares — an estimated $10K sold.

Financial Architects (New Jersey) first reported a position in RSPD in Q2 2019 and held it in 4 quarters. The position peaked at $28K in Q4 2019. 36 funds tracked by Wall St. Rank hold RSPD as of Q2 2020.

Financial Architects (New Jersey) reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q2 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 450 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q2 2020, an estimated $10K.
Financial Architects (New Jersey) first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q2 2019 and held it in 4 quarters.
Financial Architects (New Jersey)'s Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $28K in Q4 2019.
36 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.