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Summit X LLC’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Summit X LLC’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
2020
Q1 		– Sell
-13,244
Closed -$704K – 247
2019
Q4 		$704K Buy
13,244
+334
+3% +$17.4K 0.26% 97
2019
Q3 		$691K Sell
12,910
-590
-4% -$30.1K 0.28% 101
2019
Q2 		$656K Buy
13,500
+580
+4% +$28.2K 0.27% 98
2019
Q1 		$619K Buy
+12,920
New +$598K 0.26% 100

Other funds holding RSPU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Summit X LLC sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2020, closing a stake of 13,244 shares — an estimated $704K sold.

Summit X LLC first reported a position in RSPU in Q1 2019 and held it in 4 quarters. The position peaked at $704K in Q4 2019. 85 funds tracked by Wall St. Rank hold RSPU as of Q1 2020.

  • Summit X LLC reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2020 after selling out during the quarter.
  • Summit X LLC sold 13,244 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2020, an estimated $704K.
  • Summit X LLC first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2019 and held it in 4 quarters.
  • Summit X LLC's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $704K in Q4 2019.
  • 85 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2020.

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