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

RBA Wealth Management’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
2020 Q1	–	Sell	-13,062	Closed	-$611K	–	102
2019 Q4	$611K	Sell	13,062 -1,287	-9%	-$58K	0.42%	55
2019 Q3	$626K	Buy	14,349 +717	+5%	+$31K	0.48%	50
2019 Q2	$591K	Buy	13,632 +283	+2%	+$12K	0.46%	54
2019 Q1	$556K	Buy	+13,349	New	+$537K	0.43%	53

Other funds holding RSPF

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFWA

FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RBA Wealth Management's RSPF Position: Q1 2020 in Review

RBA Wealth Management sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2020, closing a stake of 13,062 shares — an estimated $611K sold.

RBA Wealth Management first reported a position in RSPF in Q1 2019 and held it in 4 quarters. The position peaked at $626K in Q3 2019. 76 funds tracked by Wall St. Rank hold RSPF as of Q1 2020.

RBA Wealth Management reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2020 after selling out during the quarter.
RBA Wealth Management sold 13,062 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2020, an estimated $611K.
RBA Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2019 and held it in 4 quarters.
RBA Wealth Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $626K in Q3 2019.
76 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2020.

Based on RBA Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.