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Ruggie Capital Group’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Ruggie Capital Group’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
2017
Q2 		– Sell
-500
Closed -$21K – 308
2017
Q1 		$21K Buy
+500
New +$20.7K 0.02% 151

Other funds holding RSPU

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Ruggie Capital Group's RSPU Position: Q2 2017 in Review

Ruggie Capital Group sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2017, closing a stake of 500 shares — an estimated $21K sold.

Ruggie Capital Group first reported a position in RSPU in Q1 2017 and held it in 1 quarter. The position peaked at $21K in Q1 2017. 51 funds tracked by Wall St. Rank hold RSPU as of Q2 2017.

  • Ruggie Capital Group reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2017 after selling out during the quarter.
  • Ruggie Capital Group sold 500 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2017, an estimated $21K.
  • Ruggie Capital Group first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2017 and held it in 1 quarter.
  • Ruggie Capital Group's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $21K in Q1 2017.
  • 51 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2017.

Based on Ruggie Capital Group's 13F filing for Q2 2017, filed 1 Aug 2017.