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JNBA Financial Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

JNBA Financial Advisors’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
2018
Q4 		– Sell
-240
Closed -$10K – 690
2018
Q3 		$10K Buy
+240
New +$10.5K ﹤0.01% 381

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
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FFWA
FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JNBA Financial Advisors's RSPF Position: Q4 2018 in Review

JNBA Financial Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2018, closing a stake of 240 shares — an estimated $10K sold.

JNBA Financial Advisors first reported a position in RSPF in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 90 funds tracked by Wall St. Rank hold RSPF as of Q4 2018.

  • JNBA Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 240 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2018, an estimated $10K.
  • JNBA Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $10K in Q3 2018.
  • 90 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.