IFP Advisors’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

IFP Advisors’s Portfolio RSPM Stock Details RSPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-800	Closed	-$15K	–	3221
2018 Q4	$15K	Hold	800	–	–	﹤0.01%	2303
2018 Q3	$17K	Hold	800	–	–	﹤0.01%	2551
2018 Q2	$17K	Hold	800	–	–	﹤0.01%	2582
2018 Q1	$18K	Hold	800	–	–	﹤0.01%	2454
2017 Q4	$18K	Hold	800	–	–	﹤0.01%	2490
2017 Q3	$17K	Hold	800	–	–	﹤0.01%	2718
2017 Q2	$16K	Hold	800	–	–	﹤0.01%	2716
2017 Q1	$15K	Sell	800 -800	-50%	-$15.2K	﹤0.01%	2682
2016 Q4	$29K	Hold	1,600	–	–	﹤0.01%	2228
2016 Q3	$28K	Hold	1,600	–	–	﹤0.01%	2195
2016 Q2	$27K	Buy	+1,600	New	+$26.9K	﹤0.01%	2160
2016 Q1	–	Sell	-1,600	Closed	-$24K	–	3222
2015 Q4	$24K	Buy	+1,600	New	+$25K	﹤0.01%	2061

Other funds holding RSPM

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RJFSA

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

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

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

IFP Advisors's RSPM Position: Q1 2019 in Review

IFP Advisors sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2019, closing a stake of 800 shares — an estimated $15K sold.

IFP Advisors first reported a position in RSPM in Q4 2015 and held it in 12 quarters. The position peaked at $29K in Q4 2016. 45 funds tracked by Wall St. Rank hold RSPM as of Q1 2019.

IFP Advisors reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 800 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2019, an estimated $15K.
IFP Advisors first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2015 and held it in 12 quarters.
IFP Advisors's Invesco S&P 500 Equal Weight Materials ETF position peaked at $29K in Q4 2016.
45 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.