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

KCM Investment 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
-5,509
Closed -$237K – 504
2018
Q3 		$237K Buy
5,509
+405
+8% +$17.7K 0.01% 472
2018
Q2 		$216K Sell
5,104
-393
-7% -$17.3K 0.01% 494
2018
Q1 		$241K Sell
5,497
-1,083
-16% -$49K 0.01% 472
2017
Q4 		$290K Buy
6,580
+679
+12% +$28.9K 0.02% 443
2017
Q3 		$244K Sell
5,901
-4,193
-42% -$167K 0.01% 471
2017
Q2 		$399K Sell
10,094
-3,609
-26% -$137K 0.03% 390
2017
Q1 		$517K Buy
+13,703
New +$520K 0.03% 357

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