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Fortis Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Fortis Advisors’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
2021
Q2 		– Sell
-750
Closed -$42K – 272
2021
Q1 		$42K Buy
+750
New +$39.5K 0.03% 150

Other funds holding RSPF

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fortis Advisors's RSPF Position: Q2 2021 in Review

Fortis Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2021, closing a stake of 750 shares — an estimated $42K sold.

Fortis Advisors first reported a position in RSPF in Q1 2021 and held it in 1 quarter. The position peaked at $42K in Q1 2021. 90 funds tracked by Wall St. Rank hold RSPF as of Q2 2021.

  • Fortis Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2021 after selling out during the quarter.
  • Fortis Advisors sold 750 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2021, an estimated $42K.
  • Fortis Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2021 and held it in 1 quarter.
  • Fortis Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $42K in Q1 2021.
  • 90 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2021.

Based on Fortis Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.