Lake Point Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lake Point Wealth Management’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	$46K	Hold	428	–	–	0.02%	146
2019 Q1	$46K	Sell	428 -32,036	-99%	-$3.23M	0.02%	146
2018 Q4	$2.97M	Buy	+32,464	New	+$3.22M	1.11%	25

Other funds holding RSP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.64B AUM 15.26% 1-Year Est. Return

Lake Point Wealth Management's RSP Position: Q2 2019 in Review

Lake Point Wealth Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2019 at 428 shares worth $46K. The position accounts for 0.02% of the portfolio, ranked #146.

Lake Point Wealth Management first reported a position in RSP in Q4 2018 and has held it in 3 quarters since. The position peaked at $2.97M in Q4 2018. 656 funds tracked by Wall St. Rank hold RSP as of Q2 2019.

Lake Point Wealth Management held 428 shares of Invesco S&P 500 Equal Weight ETF worth $46K as of Q2 2019.
Lake Point Wealth Management 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 Lake Point Wealth Management's portfolio in Q2 2019, its #146 holding.
Lake Point Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 3 quarters since.
Lake Point Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $2.97M in Q4 2018.
656 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.