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

LifePlan Financial Group’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
2020 Q3	$40K	Sell	1,480 -495	-25%	-$13K	0.02%	266
2020 Q2	$47K	Hold	1,975	–	–	0.02%	245
2020 Q1	$39K	Hold	1,975	–	–	0.02%	248
2019 Q4	$54K	Hold	1,975	–	–	0.02%	240
2019 Q3	$50K	Hold	1,975	–	–	0.02%	244
2019 Q2	$50K	Hold	1,975	–	–	0.02%	243
2019 Q1	$47K	Sell	1,975 -2,635	-57%	-$61K	0.03%	249
2018 Q4	$95K	Sell	4,610 -1,805	-28%	-$41K	0.06%	180
2018 Q3	$162K	Hold	6,415	–	–	0.09%	142
2018 Q2	$147K	Hold	6,415	–	–	0.08%	146
2018 Q1	$153K	Buy	+6,415	New	+$157K	0.09%	135

Other funds holding RSPN

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RJFSA

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

SAM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EFSCE

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return

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

LifePlan Financial Group reduced its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 25% in Q3 2020, selling an estimated $13K and leaving 1,480 shares worth $40K. The position accounts for 0.02% of the portfolio, ranked #266.

LifePlan Financial Group first reported a position in RSPN in Q1 2018 and has held it in 11 quarters since. The position peaked at $162K in Q3 2018. 56 funds tracked by Wall St. Rank hold RSPN as of Q3 2020.

LifePlan Financial Group held 1,480 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $40K as of Q3 2020.
LifePlan Financial Group sold 495 Invesco S&P 500 Equal Weight Industrials ETF shares in Q3 2020, an estimated $13K.
Invesco S&P 500 Equal Weight Industrials ETF made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #266 holding.
LifePlan Financial Group first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $162K in Q3 2018.
56 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2020.

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