AOWM
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Alpha Omega Wealth Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Alpha Omega Wealth Management’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
2019
Q3 		– Sell
-480
Closed -$21K – 478
2019
Q2 		$21K Hold
480
– – 0.01% 357
2019
Q1 		$19K Hold
480
– – 0.01% 360
2018
Q4 		$17K Buy
480
+240
+100% +$9.6K 0.01% 318
2018
Q3 		$10K Hold
240
– – ﹤0.01% 381
2018
Q2 		$10K Buy
240
+120
+100% +$5.27K ﹤0.01% 381
2018
Q1 		$5K Buy
+120
New +$5.43K ﹤0.01% 413

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Envestnet Asset Management
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FFWA
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SAM
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Wells Fargo
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Morgan Stanley
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Susquehanna International Group
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ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return