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Snowden Capital Advisors’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Snowden Capital Advisors’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
2021
Q2 		– Sell
-6,664
Closed -$345K – 898
2021
Q1 		$345K Buy
6,664
+1,770
+36% +$87.8K 0.02% 583
2020
Q4 		$245K Buy
+4,894
New +$247K 0.02% 579

Other funds holding RSPU

MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LOIM
Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Snowden Capital Advisors's RSPU Position: Q2 2021 in Review

Snowden Capital Advisors sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2021, closing a stake of 6,664 shares — an estimated $345K sold.

Snowden Capital Advisors first reported a position in RSPU in Q4 2020 and held it in 2 quarters. The position peaked at $345K in Q1 2021. 72 funds tracked by Wall St. Rank hold RSPU as of Q2 2021.

  • Snowden Capital Advisors reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2021 after selling out during the quarter.
  • Snowden Capital Advisors sold 6,664 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2021, an estimated $345K.
  • Snowden Capital Advisors first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2020 and held it in 2 quarters.
  • Snowden Capital Advisors's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $345K in Q1 2021.
  • 72 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2021.

Based on Snowden Capital Advisors's 13F filing for Q2 2021, filed 8 Jan 2024.