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Transamerica Financial Advisors’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Transamerica Financial Advisors’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
2019
Q3 		– Sell
-240
Closed -$7K – 434
2019
Q2 		$7K Buy
+240
New +$6.4K ﹤0.01% 323

Other funds holding RSPS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
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

Transamerica Financial Advisors's RSPS Position: Q3 2019 in Review

Transamerica Financial Advisors sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q3 2019, closing a stake of 240 shares — an estimated $7K sold.

Transamerica Financial Advisors first reported a position in RSPS in Q2 2019 and held it in 1 quarter. The position peaked at $7K in Q2 2019. 101 funds tracked by Wall St. Rank hold RSPS as of Q3 2019.

  • Transamerica Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q3 2019 after selling out during the quarter.
  • Transamerica Financial Advisors sold 240 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q3 2019, an estimated $7K.
  • Transamerica Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q2 2019 and held it in 1 quarter.
  • Transamerica Financial Advisors's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $7K in Q2 2019.
  • 101 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q3 2019.

Based on Transamerica Financial Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.