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

Independent Solutions 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
2020 Q1	–	Sell	-7,892	Closed	-$419K	–	147
2019 Q4	$419K	Buy	+7,892	New	+$411K	0.19%	101

Other funds holding RSPU

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

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

RJFSA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Independent Solutions Wealth Management sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2020, closing a stake of 7,892 shares — an estimated $419K sold.

Independent Solutions Wealth Management first reported a position in RSPU in Q4 2019 and held it in 1 quarter. The position peaked at $419K in Q4 2019. 85 funds tracked by Wall St. Rank hold RSPU as of Q1 2020.

Independent Solutions Wealth Management reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2020 after selling out during the quarter.
Independent Solutions Wealth Management sold 7,892 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2020, an estimated $419K.
Independent Solutions Wealth Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2019 and held it in 1 quarter.
Independent Solutions Wealth Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $419K in Q4 2019.
85 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2020.

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