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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,610	Closed	-$37K	–	370
2018 Q2	$37K	Hold	1,610	–	–	0.03%	315
2018 Q1	$37K	Sell	1,610 -65	-4%	-$1.59K	0.03%	311
2017 Q4	$41K	Buy	+1,675	New	+$38.7K	0.04%	282

Other funds holding RSPN

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

SAM

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

RJFSA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

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

Acorn Wealth Advisors sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q3 2018, closing a stake of 1,610 shares — an estimated $37K sold.

Acorn Wealth Advisors first reported a position in RSPN in Q4 2017 and held it in 3 quarters. The position peaked at $41K in Q4 2017. 52 funds tracked by Wall St. Rank hold RSPN as of Q3 2018.

Acorn Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 1,610 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2018, an estimated $37K.
Acorn Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $41K in Q4 2017.
52 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2018.

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