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

Orion Portfolio Solutions’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 Q3	–	Sell	-530	Closed	-$24K	–	1713
2020 Q2	$24K	Sell	530 -42	-7%	-$1.94K	﹤0.01%	896
2020 Q1	$25K	Buy	+572	New	+$29.7K	﹤0.01%	773

Other funds holding RSPU

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

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

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

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LOIM

Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2020, closing a stake of 530 shares — an estimated $24K sold.

Orion Portfolio Solutions first reported a position in RSPU in Q1 2020 and held it in 2 quarters. The position peaked at $25K in Q1 2020. 68 funds tracked by Wall St. Rank hold RSPU as of Q3 2020.

Orion Portfolio Solutions reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 530 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2020, an estimated $24K.
Orion Portfolio Solutions first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2020 and held it in 2 quarters.
Orion Portfolio Solutions's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $25K in Q1 2020.
68 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2020.

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