JOYN Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-1,050	Closed	-$96K	–	1132
2018 Q4	$96K	Sell	1,050 -130	-11%	-$12.9K	0.02%	206
2018 Q3	$126K	Buy	1,180 +130	+12%	+$13.7K	0.02%	187
2018 Q2	$107K	Buy	1,050 +72	+7%	+$7.3K	0.02%	212
2018 Q1	$97K	Buy	+978	New	+$100K	0.02%	278

Other funds holding RSP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

RCF

Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

JOYN Advisors's RSP Position: Q1 2019 in Review

JOYN Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2019, closing a stake of 1,050 shares — an estimated $96K sold.

JOYN Advisors first reported a position in RSP in Q1 2018 and held it in 4 quarters. The position peaked at $126K in Q3 2018. 648 funds tracked by Wall St. Rank hold RSP as of Q1 2019.

JOYN Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 1,050 Invesco S&P 500 Equal Weight ETF shares in Q1 2019, an estimated $96K.
JOYN Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $126K in Q3 2018.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.