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

Geller Advisors’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
2020 Q4	–	Sell	-23,095	Closed	-$660K	–	121
2020 Q3	$660K	Hold	23,095	–	–	0.19%	25
2020 Q2	$626K	Hold	23,095	–	–	0.19%	21
2020 Q1	$571K	Buy	23,095 +2,175	+10%	+$60.5K	0.16%	21
2019 Q4	$611K	Sell	20,920 -1,300	-6%	-$36.7K	0.19%	20
2019 Q3	$624K	Buy	+22,220	New	+$610K	0.23%	19

Other funds holding RSPS

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

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

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

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

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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

FFN

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

Geller Advisors's RSPS Position: Q4 2020 in Review

Geller Advisors sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2020, closing a stake of 23,095 shares — an estimated $660K sold.

Geller Advisors first reported a position in RSPS in Q3 2019 and held it in 5 quarters. The position peaked at $660K in Q3 2020. 112 funds tracked by Wall St. Rank hold RSPS as of Q4 2020.

Geller Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2020 after selling out during the quarter.
Geller Advisors sold 23,095 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2020, an estimated $660K.
Geller Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q3 2019 and held it in 5 quarters.
Geller Advisors's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $660K in Q3 2020.
112 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2020.

Based on Geller Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.