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Strategic Advisors’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Strategic Advisors’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-14,875
Closed -$311K – 150
2017
Q1 		$311K Buy
+14,875
New +$308K 0.15% 116

Other funds holding RSPN

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Strategic Advisors's RSPN Position: Q2 2017 in Review

Strategic Advisors sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q2 2017, closing a stake of 14,875 shares — an estimated $311K sold.

Strategic Advisors first reported a position in RSPN in Q1 2017 and held it in 1 quarter. The position peaked at $311K in Q1 2017. 47 funds tracked by Wall St. Rank hold RSPN as of Q2 2017.

  • Strategic Advisors reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q2 2017 after selling out during the quarter.
  • Strategic Advisors sold 14,875 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2017, an estimated $311K.
  • Strategic Advisors first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2017 and held it in 1 quarter.
  • Strategic Advisors's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $311K in Q1 2017.
  • 47 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2017.

Based on Strategic Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.