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Price Wealth’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Price Wealth’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-887
Closed -$39K – 455
2019
Q3 		$39K Buy
+887
New +$38.3K 0.01% 131

Other funds holding RSPF

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
FFWA
FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Price Wealth's RSPF Position: Q4 2019 in Review

Price Wealth sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2019, closing a stake of 887 shares — an estimated $39K sold.

Price Wealth first reported a position in RSPF in Q3 2019 and held it in 1 quarter. The position peaked at $39K in Q3 2019. 87 funds tracked by Wall St. Rank hold RSPF as of Q4 2019.

  • Price Wealth reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2019 after selling out during the quarter.
  • Price Wealth sold 887 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2019, an estimated $39K.
  • Price Wealth first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q3 2019 and held it in 1 quarter.
  • Price Wealth's Invesco S&P 500 Equal Weight Financials ETF position peaked at $39K in Q3 2019.
  • 87 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2019.

Based on Price Wealth's 13F filing for Q4 2019, filed 16 Jan 2020.