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

LifePlan Financial Group’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
2020 Q3	$2.97M	Buy	127,220 +6,395	+5%	+$143K	1.28%	22
2020 Q2	$2.46M	Buy	120,825 +12,310	+11%	+$235K	1.12%	26
2020 Q1	$1.78M	Buy	108,515 +9,830	+10%	+$201K	0.96%	32
2019 Q4	$2.29M	Buy	98,685 +10,305	+12%	+$229K	1.02%	30
2019 Q3	$1.93M	Buy	88,380 +16,260	+23%	+$351K	0.91%	34
2019 Q2	$1.58M	Buy	72,120 +46,340	+180%	+$982K	0.76%	37
2019 Q1	$544K	Buy	25,780 +23,995	+1,344%	+$491K	0.29%	61
2018 Q4	$34K	Buy	1,785 +1,705	+2,131%	+$34.3K	0.02%	276
2018 Q3	$2K	Hold	80	–	–	﹤0.01%	505
2018 Q2	$2K	Buy	+80	New	+$1.74K	﹤0.01%	490

Other funds holding RSPM

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LifePlan Financial Group's RSPM Position: Q3 2020 in Review

LifePlan Financial Group increased its Invesco S&P 500 Equal Weight Materials ETF (RSPM) stake by 5.3% in Q3 2020, buying an estimated $143K and bringing the position to 127,220 shares worth $2.97M. The position accounts for 1.28% of the portfolio, ranked #22.

LifePlan Financial Group first reported a position in RSPM in Q2 2018 and has held it in 10 quarters since. 43 funds tracked by Wall St. Rank hold RSPM as of Q3 2020.

LifePlan Financial Group held 127,220 shares of Invesco S&P 500 Equal Weight Materials ETF worth $2.97M as of Q3 2020.
LifePlan Financial Group bought 6,395 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2020, an estimated $143K.
Invesco S&P 500 Equal Weight Materials ETF made up 1.28% of LifePlan Financial Group's portfolio in Q3 2020, its #22 holding.
LifePlan Financial Group first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2018 and has held it in 10 quarters since.
43 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.