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

Novak Financial Planning’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	$407K	Buy	12,625 +20	+0.2%	+$649	0.2%	93
2021 Q1	$398K	Buy	12,605 +35	+0.3%	+$1.06K	0.22%	88
2020 Q4	$381K	Buy	+12,570	New	+$371K	0.22%	87

Other funds holding RSPS

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

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Novak Financial Planning's RSPS Position: Q2 2021 in Review

Novak Financial Planning increased its Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) stake by 0.16% in Q2 2021, buying an estimated $649 and bringing the position to 12,625 shares worth $407K. The position accounts for 0.2% of the portfolio, ranked #93.

Novak Financial Planning first reported a position in RSPS in Q4 2020 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold RSPS as of Q2 2021.

Novak Financial Planning held 12,625 shares of Invesco S&P 500 Equal Weight Consumer Staples ETF worth $407K as of Q2 2021.
Novak Financial Planning bought 20 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2021, an estimated $649.
Invesco S&P 500 Equal Weight Consumer Staples ETF made up 0.2% of Novak Financial Planning's portfolio in Q2 2021, its #93 holding.
Novak Financial Planning first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2020 and has held it in 3 quarters since.
116 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.