Independent Portfolio Consultants’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$3K	Sell	28 -135	-83%	-$12.4K	﹤0.01%	770
2017 Q1	$15K	Sell	163 -10,347	-98%	-$928K	0.01%	696
2016 Q4	$911K	Sell	10,510 -2,530	-19%	-$214K	0.3%	105
2016 Q3	$1.09M	Buy	13,040 +1,480	+13%	+$123K	0.34%	82
2016 Q2	$929K	Sell	11,560 -2,300	-17%	-$183K	0.29%	100
2016 Q1	$1.09M	Sell	13,860 -120	-0.9%	-$8.82K	0.3%	102
2015 Q4	$1.07M	Buy	13,980 +170	+1%	+$13.2K	0.32%	95
2015 Q3	$1.02M	Sell	13,810 -9,485	-41%	-$739K	0.22%	132
2015 Q2	$1.86M	Buy	23,295 +1,330	+6%	+$109K	0.37%	84
2015 Q1	$1.78M	Sell	21,965 -2,095	-9%	-$169K	0.36%	95
2014 Q4	$1.93M	Buy	24,060 +3,320	+16%	+$258K	0.39%	84
2014 Q3	$1.57M	Buy	20,740 +15,605	+304%	+$1.2M	0.42%	51
2014 Q2	$394K	Buy	+5,135	New	+$381K	0.11%	321

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Independent Portfolio Consultants's RSP Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 83% in Q2 2017, selling an estimated $12.4K and leaving 28 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Independent Portfolio Consultants first reported a position in RSP in Q2 2014 and has held it in 13 quarters since. The position peaked at $1.93M in Q4 2014. 438 funds tracked by Wall St. Rank hold RSP as of Q2 2017.

Independent Portfolio Consultants held 28 shares of Invesco S&P 500 Equal Weight ETF worth $3K as of Q2 2017.
Independent Portfolio Consultants sold 135 Invesco S&P 500 Equal Weight ETF shares in Q2 2017, an estimated $12.4K.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #770 holding.
Independent Portfolio Consultants first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2014 and has held it in 13 quarters since.
Independent Portfolio Consultants's Invesco S&P 500 Equal Weight ETF position peaked at $1.93M in Q4 2014.
438 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.