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Sound Financial Strategies Group’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Sound Financial Strategies Group’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
2020
Q1 		– Sell
-43,061
Closed -$2.02M – 65
2019
Q4 		$2.02M Buy
+43,061
New +$1.94M 1.28% 22

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
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Sound Financial Strategies Group's RSPF Position: Q1 2020 in Review

Sound Financial Strategies Group sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2020, closing a stake of 43,061 shares — an estimated $2.02M sold.

Sound Financial Strategies Group first reported a position in RSPF in Q4 2019 and held it in 1 quarter. The position peaked at $2.02M in Q4 2019. 76 funds tracked by Wall St. Rank hold RSPF as of Q1 2020.

  • Sound Financial Strategies Group reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2020 after selling out during the quarter.
  • Sound Financial Strategies Group sold 43,061 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2020, an estimated $2.02M.
  • Sound Financial Strategies Group first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2019 and held it in 1 quarter.
  • Sound Financial Strategies Group's Invesco S&P 500 Equal Weight Financials ETF position peaked at $2.02M in Q4 2019.
  • 76 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2020.

Based on Sound Financial Strategies Group's 13F filing for Q1 2020, filed 8 May 2020.