Financial Architects (New Jersey)’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-224	Closed	-$9K	–	1616
2016 Q4	$9K	Buy	224 +2	+0.9%	+$79	﹤0.01%	1042
2016 Q3	$9K	Buy	222 +2	+0.9%	+$84	﹤0.01%	1035
2016 Q2	$10K	Buy	+220	New	+$9.1K	﹤0.01%	984

Other funds holding RSPU

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SAM

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Financial Architects (New Jersey)'s RSPU Position: Q1 2017 in Review

Financial Architects (New Jersey) sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q1 2017, closing a stake of 224 shares — an estimated $9K sold.

Financial Architects (New Jersey) first reported a position in RSPU in Q2 2016 and held it in 3 quarters. The position peaked at $10K in Q2 2016. 39 funds tracked by Wall St. Rank hold RSPU as of Q1 2017.

Financial Architects (New Jersey) reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q1 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 224 Invesco S&P 500 Equal Weight Utilities ETF shares in Q1 2017, an estimated $9K.
Financial Architects (New Jersey) first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q2 2016 and held it in 3 quarters.
Financial Architects (New Jersey)'s Invesco S&P 500 Equal Weight Utilities ETF position peaked at $10K in Q2 2016.
39 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q1 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2017, filed 26 Apr 2017.