Highland Private Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Highland Private Wealth Management’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
2018 Q2	–	Sell	-21,986	Closed	-$2.19M	–	144
2018 Q1	$2.19M	Buy	+21,986	New	+$2.25M	1.35%	29

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Highland Private Wealth Management's RSP Position: Q2 2018 in Review

Highland Private Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2018, closing a stake of 21,986 shares — an estimated $2.19M sold.

Highland Private Wealth Management first reported a position in RSP in Q1 2018 and held it in 1 quarter. The position peaked at $2.19M in Q1 2018. 556 funds tracked by Wall St. Rank hold RSP as of Q2 2018.

Highland Private Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2018 after selling out during the quarter.
Highland Private Wealth Management sold 21,986 Invesco S&P 500 Equal Weight ETF shares in Q2 2018, an estimated $2.19M.
Highland Private Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2018 and held it in 1 quarter.
Highland Private Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $2.19M in Q1 2018.
556 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2018.

Based on Highland Private Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.