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Independent Advisor Alliance’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Independent Advisor Alliance’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
2017
Q2 		– Sell
-8,579
Closed -$319K – 372
2017
Q1 		$319K Buy
+8,579
New +$325K 0.05% 288

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Independent Advisor Alliance's RSPF Position: Q2 2017 in Review

Independent Advisor Alliance sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2017, closing a stake of 8,579 shares — an estimated $319K sold.

Independent Advisor Alliance first reported a position in RSPF in Q1 2017 and held it in 1 quarter. The position peaked at $319K in Q1 2017. 66 funds tracked by Wall St. Rank hold RSPF as of Q2 2017.

  • Independent Advisor Alliance reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2017 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,579 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2017, an estimated $319K.
  • Independent Advisor Alliance first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2017 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco S&P 500 Equal Weight Financials ETF position peaked at $319K in Q1 2017.
  • 66 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2017.

Based on Independent Advisor Alliance's 13F filing for Q2 2017, filed 14 Aug 2017.