Mariner Wealth Advisors (Madison)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$88K	Buy	+1,345	New	+$86.7K	0.04%	69

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

AFS

Aft Forsyth & Sober Valrico, Florida $320M AUM 26.86% 1-Year Est. Return

RJA

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

GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s RSP Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2013: 1,345 shares worth $88K. The stake represents 0.04% of the portfolio and ranks #69 among its holdings.

213 funds tracked by Wall St. Rank hold RSP as of Q3 2013.

Mariner Wealth Advisors (Madison) held 1,345 shares of Invesco S&P 500 Equal Weight ETF worth $88K as of Q3 2013.
Invesco S&P 500 Equal Weight ETF was a new Mariner Wealth Advisors (Madison) position in Q3 2013.
Invesco S&P 500 Equal Weight ETF made up 0.04% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #69 holding.
213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.