1834 Investment Advisors’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

1834 Investment Advisors’s Portfolio RSPM Stock Details RSPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-320	Closed	-$7K	–	450
2019 Q1	$7K	Buy	+320	New	+$6.55K	﹤0.01%	369
2018 Q3	–	Sell	-960	Closed	-$21K	–	419
2018 Q2	$21K	Hold	960	–	–	﹤0.01%	333
2018 Q1	$20K	Buy	+960	New	+$21.5K	﹤0.01%	350

Other funds holding RSPM

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LFG

LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

1834 Investment Advisors's RSPM Position: Q2 2019 in Review

1834 Investment Advisors sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q2 2019, closing a stake of 320 shares — an estimated $7K sold.

1834 Investment Advisors first reported a position in RSPM in Q1 2018 and held it in 3 quarters. The position peaked at $21K in Q2 2018. 51 funds tracked by Wall St. Rank hold RSPM as of Q2 2019.

1834 Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q2 2019 after selling out during the quarter.
1834 Investment Advisors sold 320 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2019, an estimated $7K.
1834 Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q1 2018 and held it in 3 quarters.
1834 Investment Advisors's Invesco S&P 500 Equal Weight Materials ETF position peaked at $21K in Q2 2018.
51 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2019.

Based on 1834 Investment Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.