KFS
RSP icon

KMS Financial Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

KMS Financial Services’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
2014
Q3 		$2.06M Buy
27,234
+4,670
+21% +$358K 0.29% 81
2014
Q2 		$1.73M Buy
22,564
+8,865
+65% +$657K 0.25% 98
2014
Q1 		$1M Buy
13,699
+3,898
+40% +$278K 0.16% 147
2013
Q4 		$698K Buy
9,801
+660
+7% +$45.1K 0.12% 197
2013
Q3 		$596K Buy
9,141
+2,904
+47% +$187K 0.15% 167
2013
Q2 		$382K Buy
+6,237
New +$382K 0.11% 226

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

KMS Financial Services's RSP Position: Q3 2014 in Review

KMS Financial Services increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 21% in Q3 2014, buying an estimated $358K and bringing the position to 27,234 shares worth $2.06M. The position accounts for 0.29% of the portfolio, ranked #81.

KMS Financial Services first reported a position in RSP in Q2 2013 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold RSP as of Q3 2014.

  • KMS Financial Services held 27,234 shares of Invesco S&P 500 Equal Weight ETF worth $2.06M as of Q3 2014.
  • KMS Financial Services bought 4,670 Invesco S&P 500 Equal Weight ETF shares in Q3 2014, an estimated $358K.
  • Invesco S&P 500 Equal Weight ETF made up 0.29% of KMS Financial Services's portfolio in Q3 2014, its #81 holding.
  • KMS Financial Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 6 quarters since.
  • 287 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.