Strategic Advisors’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Strategic Advisors’s Portfolio RSPD Stock Details RSPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-22,221	Closed	-$824K	–	165
2019 Q4	$824K	Sell	22,221 -1,401	-6%	-$50.1K	0.29%	83
2019 Q3	$823K	Sell	23,622 -7,713	-25%	-$265K	0.31%	79
2019 Q2	$1.09M	Buy	31,335 +13,776	+78%	+$480K	0.42%	61
2019 Q1	$609K	Buy	+17,559	New	+$584K	0.24%	86

Other funds holding RSPD

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Strategic Advisors's RSPD Position: Q1 2020 in Review

Strategic Advisors sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q1 2020, closing a stake of 22,221 shares — an estimated $824K sold.

Strategic Advisors first reported a position in RSPD in Q1 2019 and held it in 4 quarters. The position peaked at $1.09M in Q2 2019. 40 funds tracked by Wall St. Rank hold RSPD as of Q1 2020.

Strategic Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q1 2020 after selling out during the quarter.
Strategic Advisors sold 22,221 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2020, an estimated $824K.
Strategic Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q1 2019 and held it in 4 quarters.
Strategic Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $1.09M in Q2 2019.
40 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2020.

Based on Strategic Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.