JFA
RSPM icon

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

JNBA Financial Advisors’s Portfolio RSPM Stock Details RSPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-400
Closed -$9K – 692
2018
Q3 		$9K Buy
+400
New +$8.75K ﹤0.01% 387

Other funds holding RSPM

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

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

JNBA Financial Advisors sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q4 2018, closing a stake of 400 shares — an estimated $9K sold.

JNBA Financial Advisors first reported a position in RSPM in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 47 funds tracked by Wall St. Rank hold RSPM as of Q4 2018.

  • JNBA Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 400 Invesco S&P 500 Equal Weight Materials ETF shares in Q4 2018, an estimated $9K.
  • JNBA Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's Invesco S&P 500 Equal Weight Materials ETF position peaked at $9K in Q3 2018.
  • 47 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q4 2018.

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