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Golden State Wealth Management’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Golden State Wealth Management’s Portfolio RSPU Stock Details RSPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-280
Closed -$15K – 742
2019
Q3 		$15K Hold
280
– – ﹤0.01% 671
2019
Q2 		$13K Hold
280
– – ﹤0.01% 703
2019
Q1 		$14K Buy
+280
New +$13K ﹤0.01% 709

Other funds holding RSPU

TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Golden State Wealth Management's RSPU Position: Q4 2019 in Review

Golden State Wealth Management sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2019, closing a stake of 280 shares — an estimated $15K sold.

Golden State Wealth Management first reported a position in RSPU in Q1 2019 and held it in 3 quarters. The position peaked at $15K in Q3 2019. 99 funds tracked by Wall St. Rank hold RSPU as of Q4 2019.

  • Golden State Wealth Management reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 280 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2019, an estimated $15K.
  • Golden State Wealth Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $15K in Q3 2019.
  • 99 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.