CCA
RSP icon

Clearwater Capital Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Clearwater Capital 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
2019
Q4 		– Sell
-2,218
Closed -$240K – 179
2019
Q3 		$240K Hold
2,218
– – 0.04% 170
2019
Q2 		$239K Sell
2,218
-878
-28% -$93K 0.04% 177
2019
Q1 		$323K Sell
3,096
-500
-14% -$50.4K 0.06% 166
2018
Q4 		$329K Hold
3,596
– – 0.07% 167
2018
Q3 		$384K Hold
3,596
– – 0.07% 151
2018
Q2 		$366K Hold
3,596
– – 0.08% 142
2018
Q1 		$358K Buy
3,596
+1,268
+54% +$130K 0.07% 142
2017
Q4 		$235K Buy
+2,328
New +$229K 0.05% 164

Other funds holding RSP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return