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Capital Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Capital Wealth Management’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
2018
Q1 		– Sell
-58,433
Closed -$5.9M – 40
2017
Q4 		$5.9M Buy
+58,433
New +$5.74M 5.09% 7

Other funds holding RSP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RCF
Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return

Capital Wealth Management's RSP Position: Q1 2018 in Review

Capital Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2018, closing a stake of 58,433 shares — an estimated $5.9M sold.

Capital Wealth Management first reported a position in RSP in Q4 2017 and held it in 1 quarter. The position peaked at $5.9M in Q4 2017. 483 funds tracked by Wall St. Rank hold RSP as of Q1 2018.

  • Capital Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2018 after selling out during the quarter.
  • Capital Wealth Management sold 58,433 Invesco S&P 500 Equal Weight ETF shares in Q1 2018, an estimated $5.9M.
  • Capital Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and held it in 1 quarter.
  • Capital Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $5.9M in Q4 2017.
  • 483 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2018.

Based on Capital Wealth Management's 13F filing for Q1 2018, filed 8 May 2018.