WP
RSPU icon

WealthSource Partners’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

WealthSource Partners’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
2016
Q4 		– Sell
-6,298
Closed -$255K – 282
2016
Q3 		$255K Buy
+6,298
New +$266K 0.09% 202

Other funds holding RSPU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

WealthSource Partners's RSPU Position: Q4 2016 in Review

WealthSource Partners sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2016, closing a stake of 6,298 shares — an estimated $255K sold.

WealthSource Partners first reported a position in RSPU in Q3 2016 and held it in 1 quarter. The position peaked at $255K in Q3 2016. 41 funds tracked by Wall St. Rank hold RSPU as of Q4 2016.

  • WealthSource Partners reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2016 after selling out during the quarter.
  • WealthSource Partners sold 6,298 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2016, an estimated $255K.
  • WealthSource Partners first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2016 and held it in 1 quarter.
  • WealthSource Partners's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $255K in Q3 2016.
  • 41 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2016.

Based on WealthSource Partners's 13F filing for Q4 2016, filed 17 Feb 2017.