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McAdam LLC’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

McAdam LLC’s Portfolio RSPR Stock Details RSPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,359
Closed -$37K – 487
2018
Q3 		$37K Hold
1,359
– – 0.01% 192
2018
Q2 		$37K Hold
1,359
– – 0.02% 180
2018
Q1 		$35K Buy
+1,359
New +$35.3K 0.02% 190

Other funds holding RSPR

SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

McAdam LLC's RSPR Position: Q4 2018 in Review

McAdam LLC sold out of Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) in Q4 2018, closing a stake of 1,359 shares — an estimated $37K sold.

McAdam LLC first reported a position in RSPR in Q1 2018 and held it in 3 quarters. The position peaked at $37K in Q3 2018. 19 funds tracked by Wall St. Rank hold RSPR as of Q4 2018.

  • McAdam LLC reported no remaining Invesco S&P 500 Equal Weight Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 1,359 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q4 2018, an estimated $37K.
  • McAdam LLC first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $37K in Q3 2018.
  • 19 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.