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Samalin Investment Counsel’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Samalin Investment Counsel’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
2020
Q1 		– Sell
-410
Closed -$21K – 449
2019
Q4 		$21K Buy
+410
New +$21.4K 0.02% 370

Other funds holding RSPU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Samalin Investment Counsel's RSPU Position: Q1 2020 in Review

Samalin Investment Counsel sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2020, closing a stake of 410 shares — an estimated $21K sold.

Samalin Investment Counsel first reported a position in RSPU in Q4 2019 and held it in 1 quarter. The position peaked at $21K in Q4 2019. 85 funds tracked by Wall St. Rank hold RSPU as of Q1 2020.

  • Samalin Investment Counsel reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 410 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2020, an estimated $21K.
  • Samalin Investment Counsel first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $21K in Q4 2019.
  • 85 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.