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Perigon Wealth Management’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Perigon Wealth Management’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
Q1 		– Sell
-4,210
Closed -$127K – 927
2020
Q4 		$127K Buy
+4,210
New +$124K 0.01% 491

Other funds holding RSPS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Perigon Wealth Management's RSPS Position: Q1 2021 in Review

Perigon Wealth Management sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q1 2021, closing a stake of 4,210 shares — an estimated $127K sold.

Perigon Wealth Management first reported a position in RSPS in Q4 2020 and held it in 1 quarter. The position peaked at $127K in Q4 2020. 114 funds tracked by Wall St. Rank hold RSPS as of Q1 2021.

  • Perigon Wealth Management reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 4,210 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q1 2021, an estimated $127K.
  • Perigon Wealth Management first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $127K in Q4 2020.
  • 114 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.