Independent Solutions Wealth Management’s Invesco S&P 500 Equal Weight Communication Services ETF RSPC Stock Holding History

Independent Solutions Wealth Management’s Portfolio RSPC Stock Details RSPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-15,852	Closed	-$416K	–	144
2019 Q4	$416K	Buy	+15,852	New	+$402K	0.18%	103

Other funds holding RSPC

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

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Independent Solutions Wealth Management's RSPC Position: Q1 2020 in Review

Independent Solutions Wealth Management sold out of Invesco S&P 500 Equal Weight Communication Services ETF (RSPC) in Q1 2020, closing a stake of 15,852 shares — an estimated $416K sold.

Independent Solutions Wealth Management first reported a position in RSPC in Q4 2019 and held it in 1 quarter. The position peaked at $416K in Q4 2019. 12 funds tracked by Wall St. Rank hold RSPC as of Q1 2020.

Independent Solutions Wealth Management reported no remaining Invesco S&P 500 Equal Weight Communication Services ETF position as of Q1 2020 after selling out during the quarter.
Independent Solutions Wealth Management sold 15,852 Invesco S&P 500 Equal Weight Communication Services ETF shares in Q1 2020, an estimated $416K.
Independent Solutions Wealth Management first reported a position in Invesco S&P 500 Equal Weight Communication Services ETF in Q4 2019 and held it in 1 quarter.
Independent Solutions Wealth Management's Invesco S&P 500 Equal Weight Communication Services ETF position peaked at $416K in Q4 2019.
12 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Communication Services ETF as of Q1 2020.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2020, filed 19 Dec 2024.