KF
RSPF icon

Krilogy Financial’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Krilogy Financial’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
2016
Q4 		– Sell
-75
Closed -$2K – 753
2016
Q3 		$2K Sell
75
-32
-30% -$991 ﹤0.01% 673
2016
Q2 		$3K Buy
+107
New +$3.19K ﹤0.01% 660

Other funds holding RSPF

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Krilogy Financial's RSPF Position: Q4 2016 in Review

Krilogy Financial sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2016, closing a stake of 75 shares — an estimated $2K sold.

Krilogy Financial first reported a position in RSPF in Q2 2016 and held it in 2 quarters. The position peaked at $3K in Q2 2016. 54 funds tracked by Wall St. Rank hold RSPF as of Q4 2016.

  • Krilogy Financial reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2016 after selling out during the quarter.
  • Krilogy Financial sold 75 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2016, an estimated $2K.
  • Krilogy Financial first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2016 and held it in 2 quarters.
  • Krilogy Financial's Invesco S&P 500 Equal Weight Financials ETF position peaked at $3K in Q2 2016.
  • 54 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2016.

Based on Krilogy Financial's 13F filing for Q4 2016, filed 15 Feb 2017.