RFA
RSPU icon

Reilly Financial Advisors’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Reilly Financial Advisors’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
2016
Q1 		– Sell
-200
Closed -$7K – 1264
2015
Q4 		$7K Buy
+200
New +$7.23K ﹤0.01% 868

Other funds holding RSPU

HFA
High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Reilly Financial Advisors's RSPU Position: Q1 2016 in Review

Reilly Financial Advisors sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2016, closing a stake of 200 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in RSPU in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 33 funds tracked by Wall St. Rank hold RSPU as of Q1 2016.

  • Reilly Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 200 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2016, an estimated $7K.
  • Reilly Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2015 and held it in 1 quarter.
  • Reilly Financial Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $7K in Q4 2015.
  • 33 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2016.

Based on Reilly Financial Advisors's 13F filing for Q1 2016, filed 20 Apr 2016.