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

Executive 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
2019 Q3	–	Sell	-95	Closed	-$2K	–	651
2019 Q2	$2K	Hold	95	–	–	﹤0.01%	812
2019 Q1	$2K	Hold	95	–	–	﹤0.01%	744
2018 Q4	$2K	Buy	+95	New	+$2.16K	﹤0.01%	773

Other funds holding RSPN

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EFSCE

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Executive Wealth Management's RSPN Position: Q3 2019 in Review

Executive Wealth Management sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q3 2019, closing a stake of 95 shares — an estimated $2K sold.

Executive Wealth Management first reported a position in RSPN in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 60 funds tracked by Wall St. Rank hold RSPN as of Q3 2019.

Executive Wealth Management reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 95 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2019, an estimated $2K.
Executive Wealth Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $2K in Q2 2019.
60 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.