Financial Architects (New Jersey)’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Financial Architects (New Jersey)’s Portfolio RSPR Stock Details RSPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,325	Closed	-$37K	–	1491
2018 Q2	$37K	Buy	+1,325	New	+$34.8K	0.01%	644
2018 Q1	–	Sell	-2,775	Closed	-$77K	–	1563
2017 Q4	$77K	Hold	2,775	–	–	0.01%	563
2017 Q3	$76K	Sell	2,775 -1,275	-31%	-$34.9K	0.01%	564
2017 Q2	$110K	Hold	4,050	–	–	0.02%	469
2017 Q1	$109K	Sell	4,050 -540	-12%	-$14.4K	0.02%	451
2016 Q4	$121K	Sell	4,590 -282	-6%	-$7.27K	0.03%	352
2016 Q3	$134K	Buy	+4,872	New	+$136K	0.04%	328

Other funds holding RSPR

SAM

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Financial Architects (New Jersey)'s RSPR Position: Q3 2018 in Review

Financial Architects (New Jersey) sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q3 2018, closing a stake of 1,325 shares — an estimated $37K sold.

Financial Architects (New Jersey) first reported a position in RSPR in Q3 2016 and held it in 7 quarters. The position peaked at $134K in Q3 2016. 20 funds tracked by Wall St. Rank hold RSPR as of Q3 2018.

Financial Architects (New Jersey) reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q3 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,325 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q3 2018, an estimated $37K.
Financial Architects (New Jersey) first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q3 2016 and held it in 7 quarters.
Financial Architects (New Jersey)'s Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $134K in Q3 2016.
20 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q3 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2018, filed 29 Oct 2018.