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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-4,325	Closed	-$110K	–	97
2018 Q1	$110K	Hold	4,325	–	–	0.07%	49
2017 Q4	$116K	Buy	+4,325	New	+$109K	0.07%	49

Other funds holding RSPS

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

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

Kabarec Financial Advisors sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q2 2018, closing a stake of 4,325 shares — an estimated $110K sold.

Kabarec Financial Advisors first reported a position in RSPS in Q4 2017 and held it in 2 quarters. The position peaked at $116K in Q4 2017. 75 funds tracked by Wall St. Rank hold RSPS as of Q2 2018.

Kabarec Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q2 2018 after selling out during the quarter.
Kabarec Financial Advisors sold 4,325 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2018, an estimated $110K.
Kabarec Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2017 and held it in 2 quarters.
Kabarec Financial Advisors's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $116K in Q4 2017.
75 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2018.

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