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Koss-Olinger Consulting’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Koss-Olinger Consulting’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
2021
Q2 		– Sell
-259,035
Closed -$8.18M – 257
2021
Q1 		$8.18M Buy
+259,035
New +$7.85M 1.39% 14

Other funds holding RSPS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

Koss-Olinger Consulting's RSPS Position: Q2 2021 in Review

Koss-Olinger Consulting sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q2 2021, closing a stake of 259,035 shares — an estimated $8.18M sold.

Koss-Olinger Consulting first reported a position in RSPS in Q1 2021 and held it in 1 quarter. The position peaked at $8.18M in Q1 2021. 116 funds tracked by Wall St. Rank hold RSPS as of Q2 2021.

  • Koss-Olinger Consulting reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q2 2021 after selling out during the quarter.
  • Koss-Olinger Consulting sold 259,035 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2021, an estimated $8.18M.
  • Koss-Olinger Consulting first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2021 and held it in 1 quarter.
  • Koss-Olinger Consulting's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $8.18M in Q1 2021.
  • 116 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2021.

Based on Koss-Olinger Consulting's 13F filing for Q2 2021, filed 11 Aug 2021.