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Summit Place Financial Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Summit Place Financial Advisors’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,950
Closed -$344K – 46
2020
Q1 		$344K Buy
+10,950
New +$461K 0.73% 37

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFWA
FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Summit Place Financial Advisors's RSPF Position: Q2 2020 in Review

Summit Place Financial Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2020, closing a stake of 10,950 shares — an estimated $344K sold.

Summit Place Financial Advisors first reported a position in RSPF in Q1 2020 and held it in 1 quarter. The position peaked at $344K in Q1 2020. 70 funds tracked by Wall St. Rank hold RSPF as of Q2 2020.

  • Summit Place Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2020 after selling out during the quarter.
  • Summit Place Financial Advisors sold 10,950 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2020, an estimated $344K.
  • Summit Place Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2020 and held it in 1 quarter.
  • Summit Place Financial Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $344K in Q1 2020.
  • 70 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2020.

Based on Summit Place Financial Advisors's 13F filing for Q2 2020, filed 22 Jul 2020.