Burt Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Burt Wealth Advisors’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	-182	Closed	-$21K	–	425
2019 Q4	$21K	Hold	182	–	–	0.01%	237
2019 Q3	$20K	Hold	182	–	–	0.01%	238
2019 Q2	$20K	Hold	182	–	–	0.01%	237
2019 Q1	$19K	Hold	182	–	–	0.01%	244
2018 Q4	$17K	Hold	182	–	–	0.01%	248
2018 Q3	$19K	Hold	182	–	–	0.01%	256
2018 Q2	$19K	Hold	182	–	–	0.01%	255
2018 Q1	$18K	Sell	182 -1,039	-85%	-$106K	0.01%	258
2017 Q4	$123K	Sell	1,221 -1,279	-51%	-$126K	0.08%	113
2017 Q3	$239K	Buy	2,500 +2,384	+2,055%	+$223K	0.16%	62
2017 Q2	$10K	Buy	+116	New	+$10.6K	0.01%	294
2015 Q4	–	Sell	-5	Closed	–	–	543
2015 Q3	$0	Hold	5	–	–	﹤0.01%	410
2015 Q2	$1K	Sell	5 -95	-95%	-$7.78K	﹤0.01%	378
2015 Q1	$8K	Buy	100 +45	+82%	+$3.62K	0.01%	257
2014 Q4	$4K	Buy	+55	New	+$4.28K	﹤0.01%	286

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

Burt Wealth Advisors's RSP Position: Q1 2020 in Review

Burt Wealth Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2020, closing a stake of 182 shares — an estimated $21K sold.

Burt Wealth Advisors first reported a position in RSP in Q4 2014 and held it in 15 quarters. The position peaked at $239K in Q3 2017. 663 funds tracked by Wall St. Rank hold RSP as of Q1 2020.

Burt Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2020 after selling out during the quarter.
Burt Wealth Advisors sold 182 Invesco S&P 500 Equal Weight ETF shares in Q1 2020, an estimated $21K.
Burt Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2014 and held it in 15 quarters.
Burt Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $239K in Q3 2017.
663 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2020.

Based on Burt Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.