Integrated Wealth Counsel’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Integrated Wealth Counsel’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
2016 Q4	$4K	Buy	+43	New	+$3.63K	0.01%	195

Other funds holding RSP

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JMPWA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Integrated Wealth Counsel's RSP Position: Q4 2016 in Review

Integrated Wealth Counsel opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2016: 43 shares worth $4K. The stake represents 0.01% of the portfolio and ranks #195 among its holdings.

415 funds tracked by Wall St. Rank hold RSP as of Q4 2016.

Integrated Wealth Counsel held 43 shares of Invesco S&P 500 Equal Weight ETF worth $4K as of Q4 2016.
Invesco S&P 500 Equal Weight ETF was a new Integrated Wealth Counsel position in Q4 2016.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Integrated Wealth Counsel's portfolio in Q4 2016, its #195 holding.
415 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.