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Independent Solutions Wealth Management’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Independent Solutions Wealth Management’s Portfolio RSPS Stock Details RSPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,315
Closed -$214K – 146
2019
Q4 		$214K Buy
+7,315
New +$207K 0.09% 152

Other funds holding RSPS

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

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

Independent Solutions Wealth Management sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q1 2020, closing a stake of 7,315 shares — an estimated $214K sold.

Independent Solutions Wealth Management first reported a position in RSPS in Q4 2019 and held it in 1 quarter. The position peaked at $214K in Q4 2019. 106 funds tracked by Wall St. Rank hold RSPS as of Q1 2020.

  • Independent Solutions Wealth Management reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 7,315 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q1 2020, an estimated $214K.
  • Independent Solutions Wealth Management first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2019 and held it in 1 quarter.
  • Independent Solutions Wealth Management's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $214K in Q4 2019.
  • 106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2020.

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