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Cornerstone Wealth Management’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Cornerstone Wealth Management’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-128,960
Closed -$225K – 1510
2018
Q2 		$225K Buy
+128,960
New +$3.04M ﹤0.01% 1281

Other funds holding RSPN

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Cornerstone Wealth Management's RSPN Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q3 2018, closing a stake of 128,960 shares — an estimated $225K sold.

Cornerstone Wealth Management first reported a position in RSPN in Q2 2018 and held it in 1 quarter. The position peaked at $225K in Q2 2018. 52 funds tracked by Wall St. Rank hold RSPN as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 128,960 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2018, an estimated $225K.
  • Cornerstone Wealth Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $225K in Q2 2018.
  • 52 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.