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Fulcrum Equity Management’s Invesco S&P 500 Equal Weight Communication Services ETF RSPC Stock Holding History

Fulcrum Equity Management’s Portfolio RSPC Stock Details RSPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-69,964
Closed -$2.6M – 229
2021
Q1 		$2.6M Buy
+69,964
New +$2.47M 1.03% 31

Other funds holding RSPC

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Fulcrum Equity Management's RSPC Position: Q2 2021 in Review

Fulcrum Equity Management sold out of Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) in Q2 2021, closing a stake of 69,964 shares — an estimated $2.6M sold.

Fulcrum Equity Management first reported a position in RSPC in Q1 2021 and held it in 1 quarter. The position peaked at $2.6M in Q1 2021. 17 funds tracked by Wall St. Rank hold RSPC as of Q2 2021.

  • Fulcrum Equity Management reported no remaining Invesco S&P 500 Equal Weight Communication Services ETF position as of Q2 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 69,964 Invesco S&P 500 Equal Weight Communication Services ETF shares in Q2 2021, an estimated $2.6M.
  • Fulcrum Equity Management first reported a position in Invesco S&P 500 Equal Weight Communication Services ETF in Q1 2021 and held it in 1 quarter.
  • Fulcrum Equity Management's Invesco S&P 500 Equal Weight Communication Services ETF position peaked at $2.6M in Q1 2021.
  • 17 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Communication Services ETF as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.