WP
RSPD icon

WealthSource Partners’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

WealthSource Partners’s Portfolio RSPD Stock Details RSPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-59,304
Closed -$2.06M – 475
2019
Q1 		$2.06M Buy
+59,304
New +$1.97M 0.46% 62

Other funds holding RSPD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthSource Partners's RSPD Position: Q2 2019 in Review

WealthSource Partners sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q2 2019, closing a stake of 59,304 shares — an estimated $2.06M sold.

WealthSource Partners first reported a position in RSPD in Q1 2019 and held it in 1 quarter. The position peaked at $2.06M in Q1 2019. 47 funds tracked by Wall St. Rank hold RSPD as of Q2 2019.

  • WealthSource Partners reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q2 2019 after selling out during the quarter.
  • WealthSource Partners sold 59,304 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q2 2019, an estimated $2.06M.
  • WealthSource Partners first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q1 2019 and held it in 1 quarter.
  • WealthSource Partners's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $2.06M in Q1 2019.
  • 47 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q2 2019.

Based on WealthSource Partners's 13F filing for Q2 2019, filed 9 Aug 2019.