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Brandywine Oak Private Wealth’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-500
Closed -$18K – 535
2018
Q4 		$18K Buy
+500
New +$20K ﹤0.01% 459

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFWA
FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Brandywine Oak Private Wealth's RSPF Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2019, closing a stake of 500 shares — an estimated $18K sold.

Brandywine Oak Private Wealth first reported a position in RSPF in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 89 funds tracked by Wall St. Rank hold RSPF as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 500 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2019, an estimated $18K.
  • Brandywine Oak Private Wealth first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Invesco S&P 500 Equal Weight Financials ETF position peaked at $18K in Q4 2018.
  • 89 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.