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

Sound Financial Strategies Group’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
2020 Q1	–	Sell	-38,926	Closed	-$2.07M	–	68
2019 Q4	$2.07M	Buy	+38,926	New	+$2.03M	1.31%	19

Other funds holding RSPU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MAP

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

FFN

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Sound Financial Strategies Group sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2020, closing a stake of 38,926 shares — an estimated $2.07M sold.

Sound Financial Strategies Group first reported a position in RSPU in Q4 2019 and held it in 1 quarter. The position peaked at $2.07M in Q4 2019. 85 funds tracked by Wall St. Rank hold RSPU as of Q1 2020.

Sound Financial Strategies Group reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2020 after selling out during the quarter.
Sound Financial Strategies Group sold 38,926 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2020, an estimated $2.07M.
Sound Financial Strategies Group first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2019 and held it in 1 quarter.
Sound Financial Strategies Group's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $2.07M in Q4 2019.
85 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2020.

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