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Patriot Financial Group Insurance Agency’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Patriot Financial Group Insurance Agency’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
2018
Q2 		– Sell
-222
Closed -$9K – 864
2018
Q1 		$9K Hold
222
– – 0.01% 616
2017
Q4 		$9K Hold
222
– – 0.01% 611
2017
Q3 		$10K Hold
222
– – 0.01% 555
2017
Q2 		$9K Buy
+222
New +$9.53K 0.01% 552

Other funds holding RSPU

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Patriot Financial Group Insurance Agency's RSPU Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2018, closing a stake of 222 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in RSPU in Q2 2017 and held it in 4 quarters. The position peaked at $10K in Q3 2017. 50 funds tracked by Wall St. Rank hold RSPU as of Q2 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 222 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2018, an estimated $9K.
  • Patriot Financial Group Insurance Agency first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2017 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $10K in Q3 2017.
  • 50 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.