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

Seneca House Advisors’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-29,800
Closed -$808K – 78
2019
Q4 		$808K Sell
29,800
-23,260
-44% -$611K 0.7% 40
2019
Q3 		$1.34M Sell
53,060
-28,655
-35% -$714K 1.27% 26
2019
Q2 		$2.05M Buy
81,715
+195
+0.2% +$4.79K 1.88% 12
2019
Q1 		$1.96M Sell
81,520
-25
-0% -$578 1.7% 16
2018
Q4 		$1.69M Buy
81,545
+310
+0.4% +$7.04K 1.59% 17
2018
Q3 		$2.05M Buy
81,235
+9,460
+13% +$233K 1.6% 17
2018
Q2 		$1.65M Buy
71,775
+12,625
+21% +$298K 1.34% 22
2018
Q1 		$1.41M Buy
59,150
+10,685
+22% +$261K 1.18% 27
2017
Q4 		$1.17M Buy
+48,465
New +$1.12M 1% 32

Other funds holding RSPN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return