Weaver Consulting Group’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Weaver Consulting Group’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	-1,625	Closed	-$47K	–	732
2020 Q3	$47K	Hold	1,625	–	–	0.03%	271
2020 Q2	$44K	Hold	1,625	–	–	0.03%	273
2020 Q1	$40K	Hold	1,625	–	–	0.03%	245
2019 Q4	$46K	Hold	1,625	–	–	0.02%	248
2019 Q3	$45K	Hold	1,625	–	–	0.02%	238
2019 Q2	$43K	Buy	+1,625	New	+$43.3K	0.02%	236

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

Weaver Consulting Group's RSPS Position: Q4 2020 in Review

Weaver Consulting Group sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2020, closing a stake of 1,625 shares — an estimated $47K sold.

Weaver Consulting Group first reported a position in RSPS in Q2 2019 and held it in 6 quarters. The position peaked at $47K in Q3 2020. 112 funds tracked by Wall St. Rank hold RSPS as of Q4 2020.

Weaver Consulting Group reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 1,625 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2020, an estimated $47K.
Weaver Consulting Group first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q2 2019 and held it in 6 quarters.
Weaver Consulting Group's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $47K in Q3 2020.
112 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.