Acorn Wealth Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Acorn Wealth Advisors’s Portfolio RSPF Stock Details RSPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,126	Closed	-$48K	–	368
2018 Q2	$48K	Hold	1,126	–	–	0.04%	281
2018 Q1	$50K	Sell	1,126 -13	-1%	-$588	0.04%	267
2017 Q4	$51K	Buy	+1,139	New	+$48.5K	0.05%	255

Other funds holding RSPF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

FFWA

FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SAM

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Acorn Wealth Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q3 2018, closing a stake of 1,126 shares — an estimated $48K sold.

Acorn Wealth Advisors first reported a position in RSPF in Q4 2017 and held it in 3 quarters. The position peaked at $51K in Q4 2017. 90 funds tracked by Wall St. Rank hold RSPF as of Q3 2018.

Acorn Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 1,126 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2018, an estimated $48K.
Acorn Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $51K in Q4 2017.
90 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2018.

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