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	–	2829
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	–	511
2016 Q4	$39K	Buy	+1,545	New	+$36.9K	0.01%	363

Other funds holding RSPS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAS

Stelac Advisory Services New York $537M AUM 30.43% 1-Year Est. Return

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

PWG

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

FFN

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

Sowell Financial Services's RSPS Position: Q4 2020 in Review

Sowell Financial Services sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2020, closing a stake of 475 shares — an estimated $14K sold.

Sowell Financial Services first reported a position in RSPS in Q4 2016 and held it in 6 quarters. The position peaked at $39K in Q4 2016. 112 funds tracked by Wall St. Rank hold RSPS as of Q4 2020.

Sowell Financial Services reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2020 after selling out during the quarter.
Sowell Financial Services sold 475 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2020, an estimated $14K.
Sowell Financial Services first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2016 and held it in 6 quarters.
Sowell Financial Services's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $39K in Q4 2016.
112 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.