Sowell Financial Services’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Sowell Financial Services’s Portfolio RSPD Stock Details RSPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-17,946	Closed	-$582K	–	2651
2019 Q4	$665K	Hold	17,946	–	–	0.05%	366
2019 Q3	$625K	Buy	+17,946	New	+$617K	0.05%	347
2019 Q1	$624K	Buy	18,000 +1,521	+9%	+$50.6K	0.07%	275
2018 Q4	$494K	Buy	+16,479	New	+$536K	0.07%	275

Other funds holding RSPD

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's RSPD Position: Q1 2020 in Review

Sowell Financial Services sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q1 2020, closing a stake of 17,946 shares — an estimated $582K sold.

Sowell Financial Services first reported a position in RSPD in Q4 2018 and held it in 4 quarters. The position peaked at $665K in Q4 2019. 39 funds tracked by Wall St. Rank hold RSPD as of Q1 2020.

Sowell Financial Services reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q1 2020 after selling out during the quarter.
Sowell Financial Services sold 17,946 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2020, an estimated $582K.
Sowell Financial Services first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2018 and held it in 4 quarters.
Sowell Financial Services's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $665K in Q4 2019.
39 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.