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Orion Portfolio Solutions’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Orion Portfolio Solutions’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-285
Closed -$7K – 1710
2020
Q2 		$7K Sell
285
-51,245
-99% -$1.14M ﹤0.01% 1351
2020
Q1 		$1.01M Buy
+51,530
New +$1.29M 0.07% 128

Other funds holding RSPN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return

Orion Portfolio Solutions's RSPN Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q3 2020, closing a stake of 285 shares — an estimated $7K sold.

Orion Portfolio Solutions first reported a position in RSPN in Q1 2020 and held it in 2 quarters. The position peaked at $1.01M in Q1 2020. 56 funds tracked by Wall St. Rank hold RSPN as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 285 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2020, an estimated $7K.
  • Orion Portfolio Solutions first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $1.01M in Q1 2020.
  • 56 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.