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CFO4Life’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

CFO4Life’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
2016
Q4 		$4.94M Buy
+57,029
New +$4.82M 4.08% 5

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CFO4Life's RSP Position: Q4 2016 in Review

CFO4Life opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2016: 57,029 shares worth $4.94M. The stake represents 4.08% of the portfolio and ranks #5 among its holdings.

415 funds tracked by Wall St. Rank hold RSP as of Q4 2016.

  • CFO4Life held 57,029 shares of Invesco S&P 500 Equal Weight ETF worth $4.94M as of Q4 2016.
  • Invesco S&P 500 Equal Weight ETF was a new CFO4Life position in Q4 2016.
  • Invesco S&P 500 Equal Weight ETF made up 4.08% of CFO4Life's portfolio in Q4 2016, its #5 holding.
  • 415 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2016.

Based on CFO4Life's 13F filing for Q4 2016, filed 30 Jan 2017.