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

LBA 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
2016
Q1 		– Sell
-767
Closed -$59K – 441
2015
Q4 		$59K Buy
+767
New +$59.6K 0.03% 195

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LBA Wealth Management's RSP Position: Q1 2016 in Review

LBA Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2016, closing a stake of 767 shares — an estimated $59K sold.

LBA Wealth Management first reported a position in RSP in Q4 2015 and held it in 1 quarter. The position peaked at $59K in Q4 2015. 329 funds tracked by Wall St. Rank hold RSP as of Q1 2016.

  • LBA Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2016 after selling out during the quarter.
  • LBA Wealth Management sold 767 Invesco S&P 500 Equal Weight ETF shares in Q1 2016, an estimated $59K.
  • LBA Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2015 and held it in 1 quarter.
  • LBA Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $59K in Q4 2015.
  • 329 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2016.

Based on LBA Wealth Management's 13F filing for Q1 2016, filed 5 May 2016.