LifePlan Financial Group’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

LifePlan Financial Group’s Portfolio RSPS Stock Details RSPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-10,720	Closed	-$256K	–	118
2016 Q4	$256K	Sell	10,720 -2,725	-20%	-$65.1K	0.18%	100
2016 Q3	$329K	Buy	13,445 +1,485	+12%	+$37.5K	0.23%	78
2016 Q2	$309K	Buy	11,960 +445	+4%	+$10.9K	0.21%	76
2016 Q1	$280K	Sell	11,515 -5,695	-33%	-$133K	0.2%	78
2015 Q4	$399K	Sell	17,210 -4,270	-20%	-$96K	0.28%	53
2015 Q3	$456K	Buy	+21,480	New	+$465K	0.33%	53

Other funds holding RSPS

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

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

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

AIM

Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LifePlan Financial Group's RSPS Position: Q1 2017 in Review

LifePlan Financial Group sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q1 2017, closing a stake of 10,720 shares — an estimated $256K sold.

LifePlan Financial Group first reported a position in RSPS in Q3 2015 and held it in 6 quarters. The position peaked at $456K in Q3 2015. 69 funds tracked by Wall St. Rank hold RSPS as of Q1 2017.

LifePlan Financial Group reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q1 2017 after selling out during the quarter.
LifePlan Financial Group sold 10,720 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q1 2017, an estimated $256K.
LifePlan Financial Group first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q3 2015 and held it in 6 quarters.
LifePlan Financial Group's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $456K in Q3 2015.
69 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2017.

Based on LifePlan Financial Group's 13F filing for Q1 2017, filed 6 Apr 2017.