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Focused Wealth Management’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Focused Wealth Management’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-3,250
Closed -$67K – 750
2018
Q4 		$67K Buy
+3,250
New +$73.8K 0.02% 270

Other funds holding RSPN

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Focused Wealth Management's RSPN Position: Q1 2019 in Review

Focused Wealth Management sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q1 2019, closing a stake of 3,250 shares — an estimated $67K sold.

Focused Wealth Management first reported a position in RSPN in Q4 2018 and held it in 1 quarter. The position peaked at $67K in Q4 2018. 58 funds tracked by Wall St. Rank hold RSPN as of Q1 2019.

  • Focused Wealth Management reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q1 2019 after selling out during the quarter.
  • Focused Wealth Management sold 3,250 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2019, an estimated $67K.
  • Focused Wealth Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2018 and held it in 1 quarter.
  • Focused Wealth Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $67K in Q4 2018.
  • 58 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2019.

Based on Focused Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.