Wealth Enhancement & Preservation of GA’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Wealth Enhancement & Preservation of GA’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	-12,276	Closed	-$637K	–	56
2019 Q4	$637K	Buy	+12,276	New	+$640K	0.33%	40

Other funds holding RSPU

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's RSPU Position: Q1 2020 in Review

Wealth Enhancement & Preservation of GA sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2020, closing a stake of 12,276 shares — an estimated $637K sold.

Wealth Enhancement & Preservation of GA first reported a position in RSPU in Q4 2019 and held it in 1 quarter. The position peaked at $637K in Q4 2019. 85 funds tracked by Wall St. Rank hold RSPU as of Q1 2020.

Wealth Enhancement & Preservation of GA reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2020 after selling out during the quarter.
Wealth Enhancement & Preservation of GA sold 12,276 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2020, an estimated $637K.
Wealth Enhancement & Preservation of GA first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q4 2019 and held it in 1 quarter.
Wealth Enhancement & Preservation of GA's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $637K 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 Wealth Enhancement & Preservation of GA's 13F filing for Q1 2020, filed 27 Apr 2020.