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

Acorn Wealth 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
2018
Q3 		– Sell
-795
Closed -$17K – 369
2018
Q2 		$17K Hold
795
– – 0.01% 421
2018
Q1 		$17K Sell
795
-350
-31% -$7.85K 0.01% 415
2017
Q4 		$27K Buy
+1,145
New +$24.7K 0.02% 337

Other funds holding RSPM

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

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

Acorn Wealth Advisors sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q3 2018, closing a stake of 795 shares — an estimated $17K sold.

Acorn Wealth Advisors first reported a position in RSPM in Q4 2017 and held it in 3 quarters. The position peaked at $27K in Q4 2017. 48 funds tracked by Wall St. Rank hold RSPM as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 795 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2018, an estimated $17K.
  • Acorn Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Invesco S&P 500 Equal Weight Materials ETF position peaked at $27K in Q4 2017.
  • 48 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2018.

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