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

Capital Wealth Planning’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
2017
Q3 		– Sell
-7,280
Closed -$675K – 183
2017
Q2 		$675K Buy
+7,280
New +$668K 0.11% 56

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $377B AUM 19.32% 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 $162B AUM 16.35% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Capital Wealth Planning's RSP Position: Q3 2017 in Review

Capital Wealth Planning sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2017, closing a stake of 7,280 shares — an estimated $675K sold.

Capital Wealth Planning first reported a position in RSP in Q2 2017 and held it in 1 quarter. The position peaked at $675K in Q2 2017. 455 funds tracked by Wall St. Rank hold RSP as of Q3 2017.

  • Capital Wealth Planning reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2017 after selling out during the quarter.
  • Capital Wealth Planning sold 7,280 Invesco S&P 500 Equal Weight ETF shares in Q3 2017, an estimated $675K.
  • Capital Wealth Planning first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2017 and held it in 1 quarter.
  • Capital Wealth Planning's Invesco S&P 500 Equal Weight ETF position peaked at $675K in Q2 2017.
  • 455 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2017.

Based on Capital Wealth Planning's 13F filing for Q3 2017, filed 15 Nov 2017.