SFS
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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
Q2 		– Hold
0
– – – 2645
2020
Q1 		– Sell
-17,946
Closed -$582K – 2659
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

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return