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GoalVest Advisory’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

GoalVest Advisory’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
2021
Q2 		$2.26M Buy
60,540
+28,155
+87% +$1.05M 1.4% 19
2021
Q1 		$1.15M Buy
+32,385
New +$1.06M 0.86% 34

Other funds holding RSPN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FMC
Financial Management Concepts Winter Springs, Florida $137M AUM 18.74% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

GoalVest Advisory's RSPN Position: Q2 2021 in Review

GoalVest Advisory increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 87% in Q2 2021, buying an estimated $1.05M and bringing the position to 60,540 shares worth $2.26M. The position accounts for 1.4% of the portfolio, ranked #19.

GoalVest Advisory first reported a position in RSPN in Q1 2021 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold RSPN as of Q2 2021.

  • GoalVest Advisory held 60,540 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $2.26M as of Q2 2021.
  • GoalVest Advisory bought 28,155 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2021, an estimated $1.05M.
  • Invesco S&P 500 Equal Weight Industrials ETF made up 1.4% of GoalVest Advisory's portfolio in Q2 2021, its #19 holding.
  • GoalVest Advisory first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2021 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2021.

Based on GoalVest Advisory's 13F filing for Q2 2021, filed 1 Sep 2021.