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KLS Professional Advisors Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

KLS Professional Advisors Group’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
Q2 		$339K Hold
3,144
– – 0.02% 21
2019
Q1 		$328K Buy
+3,144
New +$317K 0.02% 24

Other funds holding RSP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCF
Rainwater Charitable Foundation Fort Worth, Texas $194M AUM 10.07% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

KLS Professional Advisors Group's RSP Position: Q2 2019 in Review

KLS Professional Advisors Group held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2019 at 3,144 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #21.

KLS Professional Advisors Group first reported a position in RSP in Q1 2019 and has held it in 2 quarters since. 656 funds tracked by Wall St. Rank hold RSP as of Q2 2019.

  • KLS Professional Advisors Group held 3,144 shares of Invesco S&P 500 Equal Weight ETF worth $339K as of Q2 2019.
  • KLS Professional Advisors Group left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2019.
  • Invesco S&P 500 Equal Weight ETF made up 0.02% of KLS Professional Advisors Group's portfolio in Q2 2019, its #21 holding.
  • KLS Professional Advisors Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2019 and has held it in 2 quarters since.
  • 656 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2019.

Based on KLS Professional Advisors Group's 13F filing for Q2 2019, filed 9 Jul 2019.