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

Jeppson 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
Q4 		– Sell
-200
Closed -$9K – 366
2020
Q3 		$9K Buy
+200
New +$9.49K 0.01% 401

Other funds holding RSPU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LOIM
Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return

Jeppson Wealth Management's RSPU Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2020, closing a stake of 200 shares — an estimated $9K sold.

Jeppson Wealth Management first reported a position in RSPU in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 69 funds tracked by Wall St. Rank hold RSPU as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 200 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2020, an estimated $9K.
  • Jeppson Wealth Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $9K in Q3 2020.
  • 69 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.