Beirne Wealth Consulting Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Beirne Wealth Consulting Services’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,970	Closed	-$459K	–	89
2019 Q4	$459K	Sell	3,970 -2,819	-42%	-$313K	0.4%	47
2019 Q3	$734K	Sell	6,789 -275	-4%	-$29.5K	0.61%	43
2019 Q2	$761K	Sell	7,064 -23	-0.3%	-$2.44K	0.68%	43
2019 Q1	$740K	Sell	7,087 -439	-6%	-$44.3K	0.58%	48
2018 Q4	$688K	Buy	+7,526	New	+$746K	0.59%	45

Other funds holding RSP

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beirne Wealth Consulting Services's RSP Position: Q1 2020 in Review

Beirne Wealth Consulting Services sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2020, closing a stake of 3,970 shares — an estimated $459K sold.

Beirne Wealth Consulting Services first reported a position in RSP in Q4 2018 and held it in 5 quarters. The position peaked at $761K in Q2 2019. 663 funds tracked by Wall St. Rank hold RSP as of Q1 2020.

Beirne Wealth Consulting Services reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2020 after selling out during the quarter.
Beirne Wealth Consulting Services sold 3,970 Invesco S&P 500 Equal Weight ETF shares in Q1 2020, an estimated $459K.
Beirne Wealth Consulting Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and held it in 5 quarters.
Beirne Wealth Consulting Services's Invesco S&P 500 Equal Weight ETF position peaked at $761K in Q2 2019.
663 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2020.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2020, filed 28 Apr 2020.