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Legacy Financial Strategies’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Legacy Financial Strategies’s Portfolio RSPM Stock Details RSPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-17,995
Closed -$406K – 99
2017
Q4 		$406K Buy
+17,995
New +$389K 0.43% 46

Other funds holding RSPM

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VC
Vestor Capital Chicago, Illinois $1.38B AUM 39.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Financial Strategies's RSPM Position: Q1 2018 in Review

Legacy Financial Strategies sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q1 2018, closing a stake of 17,995 shares — an estimated $406K sold.

Legacy Financial Strategies first reported a position in RSPM in Q4 2017 and held it in 1 quarter. The position peaked at $406K in Q4 2017. 56 funds tracked by Wall St. Rank hold RSPM as of Q1 2018.

  • Legacy Financial Strategies reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q1 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 17,995 Invesco S&P 500 Equal Weight Materials ETF shares in Q1 2018, an estimated $406K.
  • Legacy Financial Strategies first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2017 and held it in 1 quarter.
  • Legacy Financial Strategies's Invesco S&P 500 Equal Weight Materials ETF position peaked at $406K in Q4 2017.
  • 56 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q1 2018.

Based on Legacy Financial Strategies's 13F filing for Q1 2018, filed 14 May 2018.