BRWM
RSPF icon

B. Riley Wealth Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

B. Riley 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
2015
Q2 		– Sell
-3,530
Closed -$109K – 1069
2015
Q1 		$109K Hold
3,530
– – 0.08% 271
2014
Q4 		$110K Hold
3,530
– – 0.09% 252
2014
Q3 		$102K Hold
3,530
– – 0.08% 293
2014
Q2 		$102K Buy
3,530
+1,719
+95% +$48.8K 0.07% 344
2014
Q1 		$51K Buy
+1,811
New +$50K 0.04% 435

Other funds holding RSPF

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

B. Riley Wealth Management's RSPF Position: Q2 2015 in Review

B. Riley Wealth Management sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2015, closing a stake of 3,530 shares — an estimated $109K sold.

B. Riley Wealth Management first reported a position in RSPF in Q1 2014 and held it in 5 quarters. The position peaked at $110K in Q4 2014. 43 funds tracked by Wall St. Rank hold RSPF as of Q2 2015.

  • B. Riley Wealth Management reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 3,530 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2015, an estimated $109K.
  • B. Riley Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2014 and held it in 5 quarters.
  • B. Riley Wealth Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $110K in Q4 2014.
  • 43 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2015.

Based on B. Riley Wealth Management's 13F filing for Q2 2015, filed 14 Jul 2015.