SXL
RSPS icon

Summit X LLC’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Summit X LLC’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
2020
Q4 		– Sell
-40
Closed -$286 – 391
2020
Q3 		$286 Buy
+40
New +$1.15K ﹤0.01% 377
2020
Q1 		– Sell
-12,060
Closed -$354K – 246
2019
Q4 		$354K Buy
12,060
+55
+0.5% +$1.55K 0.13% 184
2019
Q3 		$343K Sell
12,005
-445
-4% -$12.2K 0.14% 174
2019
Q2 		$331K Buy
12,450
+565
+5% +$15.1K 0.14% 183
2019
Q1 		$311K Buy
+11,885
New +$295K 0.13% 189

Other funds holding RSPS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Summit X LLC's RSPS Position: Q4 2020 in Review

Summit X LLC sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2020, closing a stake of 40 shares — an estimated $286 sold.

Summit X LLC first reported a position in RSPS in Q1 2019 and held it in 5 quarters. The position peaked at $354K in Q4 2019. 112 funds tracked by Wall St. Rank hold RSPS as of Q4 2020.

  • Summit X LLC reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2020 after selling out during the quarter.
  • Summit X LLC sold 40 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2020, an estimated $286.
  • Summit X LLC first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2019 and held it in 5 quarters.
  • Summit X LLC's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $354K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.