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Kabarec Financial Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Kabarec Financial Advisors’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
2018
Q2 		– Sell
-173
Closed -$8K – 94
2018
Q1 		$8K Hold
173
– – 0.01% 79
2017
Q4 		$8K Buy
+173
New +$7.37K ﹤0.01% 76

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFWA
FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

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

Kabarec Financial Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2018, closing a stake of 173 shares — an estimated $8K sold.

Kabarec Financial Advisors first reported a position in RSPF in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 93 funds tracked by Wall St. Rank hold RSPF as of Q2 2018.

  • Kabarec Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2018 after selling out during the quarter.
  • Kabarec Financial Advisors sold 173 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2018, an estimated $8K.
  • Kabarec Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2017 and held it in 2 quarters.
  • Kabarec Financial Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $8K in Q1 2018.
  • 93 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2018.

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