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	–	2274
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

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 $38.8B AUM 21.88% 1-Year Est. Return

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

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $199M AUM 17.62% 1-Year Est. Return