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

Lenox 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
2019
Q2 		– Sell
-20
Closed -$1K – 715
2019
Q1 		$1K Buy
+20
New +$926 ﹤0.01% 658

Other funds holding RSPU

TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

Lenox Wealth Management's RSPU Position: Q2 2019 in Review

Lenox Wealth Management sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2019, closing a stake of 20 shares — an estimated $1K sold.

Lenox Wealth Management first reported a position in RSPU in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 88 funds tracked by Wall St. Rank hold RSPU as of Q2 2019.

  • Lenox Wealth Management reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 20 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2019, an estimated $1K.
  • Lenox Wealth Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2019 and held it in 1 quarter.
  • Lenox Wealth Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $1K in Q1 2019.
  • 88 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2019.

Based on Lenox Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.