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

B. Riley 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
2016
Q4 		– Sell
-59,350
Closed -$1.45M – 625
2016
Q3 		$1.45M Sell
59,350
-760
-1% -$19.2K 0.29% 85
2016
Q2 		$1.55M Buy
+60,110
New +$1.47M 0.31% 74
2016
Q1 		– Sell
-51,085
Closed -$1.19M – 602
2015
Q4 		$1.19M Buy
51,085
+5,985
+13% +$135K 0.24% 112
2015
Q3 		$959K Buy
45,100
+6,500
+17% +$141K 0.23% 114
2015
Q2 		$817K Buy
38,600
+2,600
+7% +$56.2K 0.2% 136
2015
Q1 		$777K Buy
36,000
+9,400
+35% +$201K 0.19% 142
2014
Q4 		$556 Buy
26,600
+5,650
+27% +$115K 0.01% 884
2014
Q3 		$408K Sell
20,950
-4,640
-18% -$90K 0.11% 256
2014
Q2 		$248K Buy
25,590
+13,125
+105% +$250K 0.06% 379
2014
Q1 		$232K Buy
12,465
+1,375
+12% +$24.8K 0.07% 339
2013
Q4 		$200K Buy
11,090
+250
+2% +$4.41K 0.06% 347
2013
Q3 		$180K Buy
10,840
+1,790
+20% +$30.2K 0.06% 368
2013
Q2 		$148K Buy
+9,050
New +$150K 0.05% 436

Other funds holding RSPS

AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Wells Fargo
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B. Riley Wealth Advisors's RSPS Position: Q4 2016 in Review

B. Riley Wealth Advisors sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2016, closing a stake of 59,350 shares — an estimated $1.45M sold.

B. Riley Wealth Advisors first reported a position in RSPS in Q2 2013 and held it in 13 quarters. The position peaked at $1.55M in Q2 2016. 64 funds tracked by Wall St. Rank hold RSPS as of Q4 2016.

  • B. Riley Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2016 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 59,350 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2016, an estimated $1.45M.
  • B. Riley Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q2 2013 and held it in 13 quarters.
  • B. Riley Wealth Advisors's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $1.55M in Q2 2016.
  • 64 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.