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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearwater Capital Advisors's RSP Position: Q4 2019 in Review

Clearwater Capital Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2019, closing a stake of 2,218 shares — an estimated $240K sold.

Clearwater Capital Advisors first reported a position in RSP in Q4 2017 and held it in 8 quarters. The position peaked at $384K in Q3 2018. 731 funds tracked by Wall St. Rank hold RSP as of Q4 2019.

Clearwater Capital Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2019 after selling out during the quarter.
Clearwater Capital Advisors sold 2,218 Invesco S&P 500 Equal Weight ETF shares in Q4 2019, an estimated $240K.
Clearwater Capital Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and held it in 8 quarters.
Clearwater Capital Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $384K in Q3 2018.
731 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2019.

Based on Clearwater Capital Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.