Acorn Wealth Advisors’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Acorn Wealth Advisors’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
2018 Q3	–	Sell	-1,065	Closed	-$37K	–	366
2018 Q2	$37K	Hold	1,065	–	–	0.03%	314
2018 Q1	$36K	Sell	1,065 -36	-3%	-$1.23K	0.03%	315
2017 Q4	$38K	Buy	+1,101	New	+$34.8K	0.03%	290

Other funds holding RSPD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

NCM

Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Acorn Wealth Advisors's RSPD Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q3 2018, closing a stake of 1,065 shares — an estimated $37K sold.

Acorn Wealth Advisors first reported a position in RSPD in Q4 2017 and held it in 3 quarters. The position peaked at $38K in Q4 2017. 39 funds tracked by Wall St. Rank hold RSPD as of Q3 2018.

Acorn Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 1,065 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q3 2018, an estimated $37K.
Acorn Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $38K in Q4 2017.
39 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.