Simplicity Solutions’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Simplicity Solutions’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
2019 Q4	–	Sell	-112,262	Closed	-$5.99M	–	865
2019 Q3	$5.99M	Buy	112,262 +1,324	+1%	+$67.5K	0.24%	67
2019 Q2	$5.48M	Buy	110,938 +105,686	+2,012%	+$5.14M	0.23%	70
2019 Q1	$254K	Buy	+5,252	New	+$243K	0.02%	595

Other funds holding RSPU

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Simplicity Solutions's RSPU Position: Q4 2019 in Review

Simplicity Solutions sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2019, closing a stake of 112,262 shares — an estimated $5.99M sold.

Simplicity Solutions first reported a position in RSPU in Q1 2019 and held it in 3 quarters. The position peaked at $5.99M in Q3 2019. 99 funds tracked by Wall St. Rank hold RSPU as of Q4 2019.

Simplicity Solutions reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2019 after selling out during the quarter.
Simplicity Solutions sold 112,262 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2019, an estimated $5.99M.
Simplicity Solutions first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2019 and held it in 3 quarters.
Simplicity Solutions's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $5.99M in Q3 2019.
99 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2019.

Based on Simplicity Solutions's 13F filing for Q4 2019, filed 12 Feb 2020.