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

Legacy Financial Strategies’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-12,160
Closed -$290K – 98
2018
Q1 		$290K Sell
12,160
-4,770
-28% -$117K 0.28% 78
2017
Q4 		$409K Buy
+16,930
New +$391K 0.44% 44

Other funds holding RSPN

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Legacy Financial Strategies's RSPN Position: Q2 2018 in Review

Legacy Financial Strategies sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q2 2018, closing a stake of 12,160 shares — an estimated $290K sold.

Legacy Financial Strategies first reported a position in RSPN in Q4 2017 and held it in 2 quarters. The position peaked at $409K in Q4 2017. 57 funds tracked by Wall St. Rank hold RSPN as of Q2 2018.

  • Legacy Financial Strategies reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q2 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 12,160 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2018, an estimated $290K.
  • Legacy Financial Strategies first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q4 2017 and held it in 2 quarters.
  • Legacy Financial Strategies's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $409K in Q4 2017.
  • 57 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2018.

Based on Legacy Financial Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.