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

Visionary Wealth 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
2020 Q4	–	Sell	-80,965	Closed	-$2.31M	–	301
2020 Q3	$2.31M	Sell	80,965 -4,460	-5%	-$128K	0.33%	77
2020 Q2	$2.32M	Sell	85,425 -72,070	-46%	-$1.93M	0.35%	76
2020 Q1	$3.9M	Sell	157,495 -18,550	-11%	-$516K	0.73%	44
2019 Q4	$5.14M	Buy	+176,045	New	+$4.97M	0.92%	34

Other funds holding RSPS

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PWG

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

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

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

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

Visionary Wealth Advisors's RSPS Position: Q4 2020 in Review

Visionary Wealth Advisors sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2020, closing a stake of 80,965 shares — an estimated $2.31M sold.

Visionary Wealth Advisors first reported a position in RSPS in Q4 2019 and held it in 4 quarters. The position peaked at $5.14M in Q4 2019. 112 funds tracked by Wall St. Rank hold RSPS as of Q4 2020.

Visionary Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2020 after selling out during the quarter.
Visionary Wealth Advisors sold 80,965 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2020, an estimated $2.31M.
Visionary Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2019 and held it in 4 quarters.
Visionary Wealth Advisors's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $5.14M 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 Visionary Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.