Independent Advisor Alliance’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Independent Advisor Alliance’s Portfolio RSPS Stock Details RSPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-21,970	Closed	-$546K	–	373
2017 Q1	$546K	Buy	+21,970	New	+$542K	0.09%	224

Other funds holding RSPS

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

AIM

Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Independent Advisor Alliance sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q2 2017, closing a stake of 21,970 shares — an estimated $546K sold.

Independent Advisor Alliance first reported a position in RSPS in Q1 2017 and held it in 1 quarter. The position peaked at $546K in Q1 2017. 74 funds tracked by Wall St. Rank hold RSPS as of Q2 2017.

Independent Advisor Alliance reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q2 2017 after selling out during the quarter.
Independent Advisor Alliance sold 21,970 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q2 2017, an estimated $546K.
Independent Advisor Alliance first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q1 2017 and held it in 1 quarter.
Independent Advisor Alliance's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $546K in Q1 2017.
74 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q2 2017.

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