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
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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SAS
Stelac Advisory Services New York $537M AUM 30.43% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.55T AUM 33.47% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Summit X LLC's RSPS Position: Q1 2020 in Review

Summit X LLC sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q1 2020, closing a stake of 12,060 shares — an estimated $354K sold.

Summit X LLC first reported a position in RSPS in Q1 2019 and held it in 4 quarters. The position peaked at $354K in Q4 2019. 105 funds tracked by Wall St. Rank hold RSPS as of Q1 2020.

  • Summit X LLC reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q1 2020 after selling out during the quarter.
  • Summit X LLC sold 12,060 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q1 2020, an estimated $354K.
  • Summit X LLC first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2019 and held it in 4 quarters.
  • Summit X LLC's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $354K in Q4 2019.
  • 105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2020.

Based on Summit X LLC's 13F filing for Q1 2020, filed 13 May 2020.