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Santori & Peters Inc’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Santori & Peters Inc’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-6,565
Closed -$288K – 50
2018
Q1 		$288K Sell
6,565
-882
-12% -$39.9K 0.26% 37
2017
Q4 		$322K Buy
+7,447
New +$317K 0.29% 37

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FFWA
FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Santori & Peters Inc's RSPF Position: Q2 2018 in Review

Santori & Peters Inc sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2018, closing a stake of 6,565 shares — an estimated $288K sold.

Santori & Peters Inc first reported a position in RSPF in Q4 2017 and held it in 2 quarters. The position peaked at $322K in Q4 2017. 92 funds tracked by Wall St. Rank hold RSPF as of Q2 2018.

  • Santori & Peters Inc reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 6,565 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2018, an estimated $288K.
  • Santori & Peters Inc first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2017 and held it in 2 quarters.
  • Santori & Peters Inc's Invesco S&P 500 Equal Weight Financials ETF position peaked at $322K in Q4 2017.
  • 92 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2018.

Based on Santori & Peters Inc's 13F filing for Q2 2018, filed 25 Jul 2018.