Rowland Carmichael Advisors’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Rowland Carmichael Advisors’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
2020 Q4	$38K	Hold	1,260	–	–	0.01%	321
2020 Q3	$36K	Hold	1,260	–	–	0.01%	299
2020 Q2	$34K	Hold	1,260	–	–	0.01%	295
2020 Q1	$31K	Hold	1,260	–	–	0.02%	275
2019 Q4	$37K	Hold	1,260	–	–	0.01%	315
2019 Q3	$35K	Hold	1,260	–	–	0.01%	313
2019 Q2	$34K	Hold	1,260	–	–	0.01%	294
2019 Q1	$33K	Hold	1,260	–	–	0.01%	290
2018 Q4	$29K	Hold	1,260	–	–	0.01%	265
2018 Q3	$32K	Hold	1,260	–	–	0.01%	311
2018 Q2	$32K	Buy	+1,260	New	+$30.9K	0.01%	314

Other funds holding RSPS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Rowland Carmichael Advisors's RSPS Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) position steady in Q4 2020 at 1,260 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #321.

Rowland Carmichael Advisors first reported a position in RSPS in Q2 2018 and has held it in 11 quarters since. 112 funds tracked by Wall St. Rank hold RSPS as of Q4 2020.

Rowland Carmichael Advisors held 1,260 shares of Invesco S&P 500 Equal Weight Consumer Staples ETF worth $38K as of Q4 2020.
Rowland Carmichael Advisors left its Invesco S&P 500 Equal Weight Consumer Staples ETF share count unchanged in Q4 2020.
Invesco S&P 500 Equal Weight Consumer Staples ETF made up 0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #321 holding.
Rowland Carmichael Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q2 2018 and has held it in 11 quarters since.
112 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.