Kabarec Financial Advisors’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Kabarec Financial Advisors’s Portfolio RSPD Stock Details RSPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-675	Closed	-$22K	–	93
2018 Q1	$22K	Hold	675	–	–	0.01%	61
2017 Q4	$23K	Buy	+675	New	+$21.3K	0.01%	63

Other funds holding RSPD

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Kabarec Financial Advisors's RSPD Position: Q2 2018 in Review

Kabarec Financial Advisors sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q2 2018, closing a stake of 675 shares — an estimated $22K sold.

Kabarec Financial Advisors first reported a position in RSPD in Q4 2017 and held it in 2 quarters. The position peaked at $23K in Q4 2017. 42 funds tracked by Wall St. Rank hold RSPD as of Q2 2018.

Kabarec Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q2 2018 after selling out during the quarter.
Kabarec Financial Advisors sold 675 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q2 2018, an estimated $22K.
Kabarec Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2017 and held it in 2 quarters.
Kabarec Financial Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $23K in Q4 2017.
42 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.