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

Kiley Juergens 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
2018
Q4 		– Sell
-1,778
Closed -$77K – 514
2018
Q3 		$77K Buy
+1,778
New +$77.9K 0.06% 185

Other funds holding RSPU

TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kiley Juergens Wealth Management's RSPU Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2018, closing a stake of 1,778 shares — an estimated $77K sold.

Kiley Juergens Wealth Management first reported a position in RSPU in Q3 2018 and held it in 1 quarter. The position peaked at $77K in Q3 2018. 64 funds tracked by Wall St. Rank hold RSPU as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,778 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2018, an estimated $77K.
  • Kiley Juergens Wealth Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2018 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $77K in Q3 2018.
  • 64 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.