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

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

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

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Bank of America

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return