Legacy Financial Strategies’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Legacy Financial Strategies’s Portfolio RSPD Stock Details RSPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-15,861	Closed	-$548K	–	74
2018 Q2	$548K	Sell	15,861 -2,301	-13%	-$77.6K	0.49%	30
2018 Q1	$596K	Buy	18,162 +3,873	+27%	+$132K	0.58%	25
2017 Q4	$477K	Buy	+14,289	New	+$452K	0.51%	35

Other funds holding RSPD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Legacy Financial Strategies's RSPD Position: Q3 2018 in Review

Legacy Financial Strategies sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q3 2018, closing a stake of 15,861 shares — an estimated $548K sold.

Legacy Financial Strategies first reported a position in RSPD in Q4 2017 and held it in 3 quarters. The position peaked at $596K in Q1 2018. 39 funds tracked by Wall St. Rank hold RSPD as of Q3 2018.

Legacy Financial Strategies reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q3 2018 after selling out during the quarter.
Legacy Financial Strategies sold 15,861 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q3 2018, an estimated $548K.
Legacy Financial Strategies first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2017 and held it in 3 quarters.
Legacy Financial Strategies's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $596K in Q1 2018.
39 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q3 2018.

Based on Legacy Financial Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.