Brandywine Oak Private Wealth’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Brandywine Oak Private Wealth’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
2019 Q1	–	Sell	-905	Closed	-$21K	–	536
2018 Q4	$21K	Buy	+905	New	+$22.9K	﹤0.01%	445

Other funds holding RSPS

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

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

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Brandywine Oak Private Wealth sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q1 2019, closing a stake of 905 shares — an estimated $21K sold.

Brandywine Oak Private Wealth first reported a position in RSPS in Q4 2018 and held it in 1 quarter. The position peaked at $21K in Q4 2018. 84 funds tracked by Wall St. Rank hold RSPS as of Q1 2019.

Brandywine Oak Private Wealth reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q1 2019 after selling out during the quarter.
Brandywine Oak Private Wealth sold 905 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q1 2019, an estimated $21K.
Brandywine Oak Private Wealth first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q4 2018 and held it in 1 quarter.
Brandywine Oak Private Wealth's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $21K in Q4 2018.
84 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2019.

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