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JD Financial Services’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

JD Financial Services’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
2021
Q3 		– Sell
-7,578
Closed -$391K – 36
2021
Q2 		$391K Sell
7,578
-9,706
-56% -$516K 0.36% 24
2021
Q1 		$894K Buy
+17,284
New +$857K 1.13% 17

Other funds holding RSPU

IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LOIM
Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

JD Financial Services's RSPU Position: Q3 2021 in Review

JD Financial Services sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2021, closing a stake of 7,578 shares — an estimated $391K sold.

JD Financial Services first reported a position in RSPU in Q1 2021 and held it in 2 quarters. The position peaked at $894K in Q1 2021. 72 funds tracked by Wall St. Rank hold RSPU as of Q3 2021.

  • JD Financial Services reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2021 after selling out during the quarter.
  • JD Financial Services sold 7,578 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2021, an estimated $391K.
  • JD Financial Services first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2021 and held it in 2 quarters.
  • JD Financial Services's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $894K in Q1 2021.
  • 72 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2021.

Based on JD Financial Services's 13F filing for Q3 2021, filed 16 Nov 2021.