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Ground Swell Capital’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Ground Swell Capital’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
2014
Q3 		– Sell
-1,452
Closed -$54K – 2708
2014
Q2 		$54K Buy
+1,452
New +$51.8K 0.1% 126

Other funds holding RSPU

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Ground Swell Capital's RSPU Position: Q3 2014 in Review

Ground Swell Capital sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2014, closing a stake of 1,452 shares — an estimated $54K sold.

Ground Swell Capital first reported a position in RSPU in Q2 2014 and held it in 1 quarter. The position peaked at $54K in Q2 2014. 23 funds tracked by Wall St. Rank hold RSPU as of Q3 2014.

  • Ground Swell Capital reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 1,452 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2014, an estimated $54K.
  • Ground Swell Capital first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $54K in Q2 2014.
  • 23 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.