Avantax Planning Partners’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-820	Closed	-$21K	–	1005
2018 Q3	$21K	Buy	+820	New	+$21.1K	﹤0.01%	690
2018 Q2	–	Sell	-820	Closed	-$21K	–	1220
2018 Q1	$21K	Buy	+820	New	+$21.4K	﹤0.01%	770

Other funds holding RSPS

LPL Financial San Diego, California $377B AUM 19.32% 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

BCI

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Avantax Planning Partners's RSPS Position: Q4 2018 in Review

Avantax Planning Partners sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2018, closing a stake of 820 shares — an estimated $21K sold.

Avantax Planning Partners first reported a position in RSPS in Q1 2018 and held it in 2 quarters. The position peaked at $21K in Q3 2018. 78 funds tracked by Wall St. Rank hold RSPS as of Q4 2018.

Avantax Planning Partners reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 820 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2018, an estimated $21K.
Avantax Planning Partners first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $21K in Q3 2018.
78 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.