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Institute for Wealth Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Institute for Wealth Management’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-966
Closed -$45K – 615
2019
Q4 		$45K Buy
+966
New +$43.5K 0.01% 517

Other funds holding RSPF

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFWA
FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Institute for Wealth Management's RSPF Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2020, closing a stake of 966 shares — an estimated $45K sold.

Institute for Wealth Management first reported a position in RSPF in Q4 2019 and held it in 1 quarter. The position peaked at $45K in Q4 2019. 76 funds tracked by Wall St. Rank hold RSPF as of Q1 2020.

  • Institute for Wealth Management reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 966 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2020, an estimated $45K.
  • Institute for Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $45K in Q4 2019.
  • 76 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.