Financial Partners Group (Kansas)’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Financial Partners Group (Kansas)’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
2020 Q1	–	Sell	-13,806	Closed	-$639K	–	82
2019 Q4	$639K	Buy	13,806 +43	+0.3%	+$1.94K	0.25%	41
2019 Q3	$601K	Buy	13,763 +51	+0.4%	+$2.2K	0.27%	39
2019 Q2	$594K	Sell	13,712 -1,022	-7%	-$43.5K	0.28%	42
2019 Q1	$593K	Buy	14,734 +63	+0.4%	+$2.54K	0.32%	46
2018 Q4	$533K	Buy	14,671 +4,498	+44%	+$180K	0.35%	41
2018 Q3	$437K	Buy	10,173 +27	+0.3%	+$1.18K	0.28%	50
2018 Q2	$429K	Hold	10,146	–	–	0.31%	52
2018 Q1	$445K	Hold	10,146	–	–	0.35%	52
2017 Q4	$448K	Buy	+10,146	New	+$432K	0.35%	53

Other funds holding RSPF

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SAM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FFWA

FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Partners Group (Kansas)'s RSPF Position: Q1 2020 in Review

Financial Partners Group (Kansas) sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2020, closing a stake of 13,806 shares — an estimated $639K sold.

Financial Partners Group (Kansas) first reported a position in RSPF in Q4 2017 and held it in 9 quarters. The position peaked at $639K in Q4 2019. 75 funds tracked by Wall St. Rank hold RSPF as of Q1 2020.

Financial Partners Group (Kansas) reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2020 after selling out during the quarter.
Financial Partners Group (Kansas) sold 13,806 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2020, an estimated $639K.
Financial Partners Group (Kansas) first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2017 and held it in 9 quarters.
Financial Partners Group (Kansas)'s Invesco S&P 500 Equal Weight Financials ETF position peaked at $639K in Q4 2019.
75 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2020.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2020, filed 14 May 2020.