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Gradient Investments’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Gradient Investments’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
Q3 		– Sell
-32
Closed -$2K – 1210
2019
Q2 		$2K Buy
+32
New +$1.56K ﹤0.01% 893

Other funds holding RSPU

MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Gradient Investments's RSPU Position: Q3 2019 in Review

Gradient Investments sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2019, closing a stake of 32 shares — an estimated $2K sold.

Gradient Investments first reported a position in RSPU in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 84 funds tracked by Wall St. Rank hold RSPU as of Q3 2019.

  • Gradient Investments reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2019 after selling out during the quarter.
  • Gradient Investments sold 32 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2019, an estimated $2K.
  • Gradient Investments first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2019 and held it in 1 quarter.
  • Gradient Investments's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $2K in Q2 2019.
  • 84 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2019.

Based on Gradient Investments's 13F filing for Q3 2019, filed 10 Oct 2019.