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Capstone Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Capstone Financial 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
-1,806
Closed -$209K – 114
2019
Q4 		$209K Sell
1,806
-900
-33% -$100K 0.03% 84
2019
Q3 		$292K Sell
2,706
-324
-11% -$34.8K 0.04% 64
2019
Q2 		$327K Sell
3,030
-76
-2% -$8.05K 0.05% 55
2019
Q1 		$324K Hold
3,106
– – 0.06% 56
2018
Q4 		$284K Hold
3,106
– – 0.06% 61
2018
Q3 		$332K Hold
3,106
– – 0.08% 51
2018
Q2 		$316K Buy
3,106
+156
+5% +$15.8K 0.09% 51
2018
Q1 		$293K Hold
2,950
– – 0.1% 51
2017
Q4 		$298K Hold
2,950
– – 0.11% 54
2017
Q3 		$282K Hold
2,950
– – 0.13% 52
2017
Q2 		$273K Hold
2,950
– – 0.13% 51
2017
Q1 		$268K Sell
2,950
-170
-5% -$15.3K 0.14% 46
2016
Q4 		$270K Buy
+3,120
New +$264K 0.12% 49

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
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
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return