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Selective Wealth Management’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Selective Wealth Management’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
2019
Q4 		– Sell
-945
Closed -$27K – 340
2019
Q3 		$27K Buy
+945
New +$25.9K 0.04% 101

Other funds holding RSPS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Selective Wealth Management's RSPS Position: Q4 2019 in Review

Selective Wealth Management sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2019, closing a stake of 945 shares — an estimated $27K sold.

Selective Wealth Management first reported a position in RSPS in Q3 2019 and held it in 1 quarter. The position peaked at $27K in Q3 2019. 120 funds tracked by Wall St. Rank hold RSPS as of Q4 2019.

  • Selective Wealth Management reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2019 after selling out during the quarter.
  • Selective Wealth Management sold 945 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2019, an estimated $27K.
  • Selective Wealth Management first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q3 2019 and held it in 1 quarter.
  • Selective Wealth Management's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $27K in Q3 2019.
  • 120 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2019.

Based on Selective Wealth Management's 13F filing for Q4 2019, filed 10 Jan 2020.