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Genesis Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Genesis Wealth Advisors’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-10,000
Closed -$827K – 470
2014
Q4 		$827K Buy
+10,000
New +$777K 0.66% 22

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Genesis Wealth Advisors's RSP Position: Q1 2015 in Review

Genesis Wealth Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2015, closing a stake of 10,000 shares — an estimated $827K sold.

Genesis Wealth Advisors first reported a position in RSP in Q4 2014 and held it in 1 quarter. The position peaked at $827K in Q4 2014. 343 funds tracked by Wall St. Rank hold RSP as of Q1 2015.

  • Genesis Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 10,000 Invesco S&P 500 Equal Weight ETF shares in Q1 2015, an estimated $827K.
  • Genesis Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2014 and held it in 1 quarter.
  • Genesis Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $827K in Q4 2014.
  • 343 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2015.

Based on Genesis Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.