Founders Capital Management (Texas)’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Founders Capital Management (Texas)’s Portfolio RSPF Stock Details RSPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-219	Closed	-$10K	–	397
2017 Q4	$10K	Buy	219 +15	+7%	+$639	0.01%	280
2017 Q3	$8K	Buy	204 +11	+6%	+$439	0.01%	293
2017 Q2	$8K	Buy	193 +38	+25%	+$1.44K	0.01%	302
2017 Q1	$6K	Buy	+155	New	+$5.88K	0.01%	337

Other funds holding RSPF

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

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

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

RJA

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

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

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

SAM

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

Founders Capital Management (Texas)'s RSPF Position: Q1 2018 in Review

Founders Capital Management (Texas) sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2018, closing a stake of 219 shares — an estimated $10K sold.

Founders Capital Management (Texas) first reported a position in RSPF in Q1 2017 and held it in 4 quarters. The position peaked at $10K in Q4 2017. 79 funds tracked by Wall St. Rank hold RSPF as of Q1 2018.

Founders Capital Management (Texas) reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2018 after selling out during the quarter.
Founders Capital Management (Texas) sold 219 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2018, an estimated $10K.
Founders Capital Management (Texas) first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2017 and held it in 4 quarters.
Founders Capital Management (Texas)'s Invesco S&P 500 Equal Weight Financials ETF position peaked at $10K in Q4 2017.
79 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2018.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2018, filed 9 Apr 2018.