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RSPF icon

Seneca House Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Seneca House Advisors’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
2019
Q3 		– Sell
-5,080
Closed -$223K – 90
2019
Q2 		$223K Sell
5,080
-3,821
-43% -$163K 0.2% 85
2019
Q1 		$359K Sell
8,901
-2,189
-20% -$88.1K 0.31% 75
2018
Q4 		$403K Buy
11,090
+739
+7% +$29.6K 0.38% 68
2018
Q3 		$445K Sell
10,351
-3,833
-27% -$168K 0.35% 69
2018
Q2 		$600K Buy
14,184
+3,826
+37% +$168K 0.49% 54
2018
Q1 		$455K Buy
10,358
+1,160
+13% +$52.5K 0.38% 64
2017
Q4 		$406K Buy
+9,198
New +$392K 0.35% 72

Other funds holding RSPF

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFWA
FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return