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

United Capital 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
2021 Q1	–	Sell	-8,395	Closed	-$254K	–	1231
2020 Q4	$254K	Sell	8,395 -76,635	-90%	-$2.26M	﹤0.01%	1056
2020 Q3	$2.43M	Sell	85,030 -1,050	-1%	-$30.1K	0.02%	459
2020 Q2	$2.33M	Sell	86,080 -925	-1%	-$24.8K	0.02%	483
2020 Q1	$2.15M	Buy	87,005 +1,455	+2%	+$40.5K	0.02%	475
2019 Q4	$2.5M	Sell	85,550 -1,165	-1%	-$32.9K	0.02%	560
2019 Q3	$2.44M	Buy	86,715 +4,500	+5%	+$123K	0.02%	550
2019 Q2	$2.2M	Buy	+82,215	New	+$2.19M	0.01%	591
2016 Q3	–	Sell	-883,105	Closed	-$22.8M	–	1302
2016 Q2	$22.8M	Sell	883,105 -208,250	-19%	-$5.1M	0.23%	91
2016 Q1	$26.6M	Buy	1,091,355 +1,056,670	+3,046%	+$24.6M	0.29%	66
2015 Q4	$805K	Buy	+34,685	New	+$780K	0.01%	748

Other funds holding RSPS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

United Capital Financial Advisors's RSPS Position: Q1 2021 in Review

United Capital Financial Advisors sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q1 2021, closing a stake of 8,395 shares — an estimated $254K sold.

United Capital Financial Advisors first reported a position in RSPS in Q4 2015 and held it in 10 quarters. The position peaked at $26.6M in Q1 2016. 114 funds tracked by Wall St. Rank hold RSPS as of Q1 2021.

United Capital Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q1 2021 after selling out during the quarter.
United Capital Financial Advisors sold 8,395 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q1 2021, an estimated $254K.
United Capital Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2015 and held it in 10 quarters.
United Capital Financial Advisors's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $26.6M in Q1 2016.
114 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2021.

Based on United Capital Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.