Squar Milner Financial Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Squar Milner Financial Services’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,495	Closed	-$125K	–	601
2020 Q1	$125K	Hold	1,495	–	–	0.08%	227
2019 Q4	$173K	Buy	+1,495	New	+$166K	0.09%	221
2019 Q3	–	Sell	-2,209	Closed	-$238K	–	608
2019 Q2	$238K	Sell	2,209 -952	-30%	-$101K	0.16%	139
2019 Q1	$330K	Hold	3,161	–	–	0.24%	99
2018 Q4	$289K	Hold	3,161	–	–	0.28%	93
2018 Q3	$338K	Sell	3,161 -734	-19%	-$77.6K	0.3%	85
2018 Q2	$397K	Buy	+3,895	New	+$395K	0.35%	72
2018 Q1	–	Sell	-3,895	Closed	-$415K	–	174
2017 Q4	$415K	Buy	+3,895	New	+$382K	0.5%	63

Other funds holding RSP

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Squar Milner Financial Services's RSP Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2020, closing a stake of 1,495 shares — an estimated $125K sold.

Squar Milner Financial Services first reported a position in RSP in Q4 2017 and held it in 8 quarters. The position peaked at $415K in Q4 2017. 669 funds tracked by Wall St. Rank hold RSP as of Q2 2020.

Squar Milner Financial Services reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,495 Invesco S&P 500 Equal Weight ETF shares in Q2 2020, an estimated $125K.
Squar Milner Financial Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and held it in 8 quarters.
Squar Milner Financial Services's Invesco S&P 500 Equal Weight ETF position peaked at $415K in Q4 2017.
669 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.