SWA
RSPN icon

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

Stratos Wealth 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
2020
Q2 		– Sell
-525
Closed -$10K – 349
2020
Q1 		$10K Buy
+525
New +$13.2K 0.01% 244

Other funds holding RSPN

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Advisors's RSPN Position: Q2 2020 in Review

Stratos Wealth Advisors sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q2 2020, closing a stake of 525 shares — an estimated $10K sold.

Stratos Wealth Advisors first reported a position in RSPN in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 54 funds tracked by Wall St. Rank hold RSPN as of Q2 2020.

  • Stratos Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q2 2020 after selling out during the quarter.
  • Stratos Wealth Advisors sold 525 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2020, an estimated $10K.
  • Stratos Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2020 and held it in 1 quarter.
  • Stratos Wealth Advisors's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $10K in Q1 2020.
  • 54 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2020.

Based on Stratos Wealth Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.