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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-566
Closed -$23K 485
2016
Q3
$23K Buy
+566
New +$23.9K 0.01% 310
2015
Q3
Sell
-270
Closed -$9K 553
2015
Q2
$9K Buy
+270
New +$9.9K ﹤0.01% 376

Other funds holding RSPU

JFS Wealth Advisors's RSPU Position: Q4 2016 in Review

JFS Wealth Advisors sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2016, closing a stake of 566 shares — an estimated $23K sold.

JFS Wealth Advisors first reported a position in RSPU in Q2 2015 and held it in 2 quarters. The position peaked at $23K in Q3 2016. 41 funds tracked by Wall St. Rank hold RSPU as of Q4 2016.

  • JFS Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2016 after selling out during the quarter.
  • JFS Wealth Advisors sold 566 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2016, an estimated $23K.
  • JFS Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2015 and held it in 2 quarters.
  • JFS Wealth Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $23K in Q3 2016.
  • 41 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2016.

Based on JFS Wealth Advisors's 13F filing for Q4 2016, filed 30 Jan 2017.