Stratos Wealth Partners’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Stratos Wealth Partners’s Portfolio RSPU Stock Details RSPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-9,632	Closed	-$467K	–	989
2019 Q1	$467K	Buy	9,632 +222	+2%	+$10.3K	0.02%	573
2018 Q4	$418K	Buy	+9,410	New	+$427K	0.02%	564
2018 Q1	–	Sell	-236	Closed	-$10K	–	3210
2017 Q4	$10K	Buy	+236	New	+$10.4K	﹤0.01%	2167

Other funds holding RSPU

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

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

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

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

Stratos Wealth Partners's RSPU Position: Q2 2019 in Review

Stratos Wealth Partners sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2019, closing a stake of 9,632 shares — an estimated $467K sold.

Stratos Wealth Partners first reported a position in RSPU in Q4 2017 and held it in 3 quarters. The position peaked at $467K in Q1 2019. 88 funds tracked by Wall St. Rank hold RSPU as of Q2 2019.

Stratos Wealth Partners reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2019 after selling out during the quarter.
Stratos Wealth Partners sold 9,632 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2019, an estimated $467K.
Stratos Wealth Partners first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $467K in Q1 2019.
88 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2019.

Based on Stratos Wealth Partners's 13F filing for Q2 2019, filed 6 Aug 2019.