SWP
RSPS icon

Strategic Wealth Partners’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Strategic Wealth Partners’s Portfolio RSPS Stock Details RSPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-625
Closed -$16K – 705
2018
Q3 		$16K Hold
625
– – 0.01% 373
2018
Q2 		$16K Buy
+625
New +$15.3K 0.01% 440

Other funds holding RSPS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Strategic Wealth Partners's RSPS Position: Q4 2018 in Review

Strategic Wealth Partners sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2018, closing a stake of 625 shares — an estimated $16K sold.

Strategic Wealth Partners first reported a position in RSPS in Q2 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 78 funds tracked by Wall St. Rank hold RSPS as of Q4 2018.

  • Strategic Wealth Partners reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 625 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2018, an estimated $16K.
  • Strategic Wealth Partners first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q2 2018 and held it in 2 quarters.
  • Strategic Wealth Partners's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $16K in Q3 2018.
  • 78 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2018.

Based on Strategic Wealth Partners's 13F filing for Q4 2018, filed 24 Jan 2019.