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

River Wealth 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
2019
Q1 		– Sell
-486
Closed -$22K – 407
2018
Q4 		$22K Hold
486
– – 0.01% 330
2018
Q3 		$21K Hold
486
– – 0.01% 371
2018
Q2 		$21K Buy
+486
New +$20.1K 0.01% 349

Other funds holding RSPU

TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

River Wealth Advisors's RSPU Position: Q1 2019 in Review

River Wealth Advisors sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2019, closing a stake of 486 shares — an estimated $22K sold.

River Wealth Advisors first reported a position in RSPU in Q2 2018 and held it in 3 quarters. The position peaked at $22K in Q4 2018. 81 funds tracked by Wall St. Rank hold RSPU as of Q1 2019.

  • River Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 486 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2019, an estimated $22K.
  • River Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $22K in Q4 2018.
  • 81 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.