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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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.12B AUM 13.85% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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