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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-475	Closed	-$14K	–	2837
2020 Q3	$14K	Buy	475 +5	+1%	+$143	﹤0.01%	1706
2020 Q2	$13K	Buy	470 +90	+24%	+$2.41K	﹤0.01%	1605
2020 Q1	$9K	Buy	380 +155	+69%	+$4.31K	﹤0.01%	1647
2019 Q4	$7K	Sell	225 -150	-40%	-$4.24K	﹤0.01%	1806
2019 Q3	$11K	Buy	+375	New	+$10.3K	﹤0.01%	1509
2017 Q1	–	Sell	-1,545	Closed	-$39K	–	515
2016 Q4	$39K	Buy	+1,545	New	+$36.9K	0.01%	363

Other funds holding RSPS

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Bank of America

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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

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