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Sowell Financial Services’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-120
Closed -$6K – 2272
2021
Q1 		$6K Hold
120
– – ﹤0.01% 2545
2020
Q4 		$6K Hold
120
– – ﹤0.01% 2225
2020
Q3 		$6K Hold
120
– – ﹤0.01% 1960
2020
Q2 		$5K Buy
+120
New +$5.55K ﹤0.01% 1911

Other funds holding RSPU

MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LOIM
Liberty One Investment Management Libertyville, Illinois $1B AUM 16.53% 1-Year Est. Return
SAS
Stelac Advisory Services New York $537M AUM 30.43% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Sowell Financial Services's RSPU Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2021, closing a stake of 120 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in RSPU in Q2 2020 and held it in 4 quarters. The position peaked at $6K in Q1 2021. 72 funds tracked by Wall St. Rank hold RSPU as of Q2 2021.

  • Sowell Financial Services reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 120 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2021, an estimated $6K.
  • Sowell Financial Services first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $6K in Q1 2021.
  • 72 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.