FormulaFolio Investments’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

FormulaFolio Investments’s Portfolio RSPS Stock Details RSPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-38,485	Closed	-$1.03M	–	367
2019 Q2	$1.03M	Sell	38,485 -1,140	-3%	-$30.4K	0.04%	135
2019 Q1	$1.04M	Buy	+39,625	New	+$983K	0.05%	139
2017 Q3	–	Sell	-8,940	Closed	-$223K	–	238
2017 Q2	$223K	Buy	+8,940	New	+$227K	0.02%	205

Other funds holding RSPS

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FormulaFolio Investments's RSPS Position: Q3 2019 in Review

FormulaFolio Investments sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q3 2019, closing a stake of 38,485 shares — an estimated $1.03M sold.

FormulaFolio Investments first reported a position in RSPS in Q2 2017 and held it in 3 quarters. The position peaked at $1.04M in Q1 2019. 101 funds tracked by Wall St. Rank hold RSPS as of Q3 2019.

FormulaFolio Investments reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q3 2019 after selling out during the quarter.
FormulaFolio Investments sold 38,485 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q3 2019, an estimated $1.03M.
FormulaFolio Investments first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q2 2017 and held it in 3 quarters.
FormulaFolio Investments's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $1.04M in Q1 2019.
101 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q3 2019.

Based on FormulaFolio Investments's 13F filing for Q3 2019, filed 23 Oct 2019.