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New England Investment & Retirement Group’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

New England Investment & Retirement Group’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
2020
Q2 		– Sell
-132
Closed -$6K – 180
2020
Q1 		$6K Buy
+132
New +$6.86K ﹤0.01% 160

Other funds holding RSPU

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

New England Investment & Retirement Group's RSPU Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2020, closing a stake of 132 shares — an estimated $6K sold.

New England Investment & Retirement Group first reported a position in RSPU in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 76 funds tracked by Wall St. Rank hold RSPU as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 132 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2020, an estimated $6K.
  • New England Investment & Retirement Group first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $6K in Q1 2020.
  • 76 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.