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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-2,045	Closed	-$51K	–	371
2018 Q2	$51K	Sell	2,045 -2,225	-52%	-$54.6K	0.04%	271
2018 Q1	$106K	Sell	4,270 -1,280	-23%	-$33.5K	0.09%	169
2017 Q4	$149K	Buy	+5,550	New	+$140K	0.14%	127

Other funds holding RSPS

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

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

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

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

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

Acorn Wealth Advisors sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q3 2018, closing a stake of 2,045 shares — an estimated $51K sold.

Acorn Wealth Advisors first reported a position in RSPS in Q4 2017 and held it in 3 quarters. The position peaked at $149K in Q4 2017. 77 funds tracked by Wall St. Rank hold RSPS as of Q3 2018.

Acorn Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 2,045 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q3 2018, an estimated $51K.
Acorn Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $149K in Q4 2017.
77 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q3 2018.

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