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Merriman Wealth Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Merriman Wealth Management’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-11,800
Closed -$445K – 135
2017
Q1 		$445K Hold
11,800
– – 0.11% 101
2016
Q4 		$435K Buy
+11,800
New +$403K 0.12% 94

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Merriman Wealth Management's RSPF Position: Q2 2017 in Review

Merriman Wealth Management sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2017, closing a stake of 11,800 shares — an estimated $445K sold.

Merriman Wealth Management first reported a position in RSPF in Q4 2016 and held it in 2 quarters. The position peaked at $445K in Q1 2017. 66 funds tracked by Wall St. Rank hold RSPF as of Q2 2017.

  • Merriman Wealth Management reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q2 2017 after selling out during the quarter.
  • Merriman Wealth Management sold 11,800 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2017, an estimated $445K.
  • Merriman Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2016 and held it in 2 quarters.
  • Merriman Wealth Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $445K in Q1 2017.
  • 66 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2017.

Based on Merriman Wealth Management's 13F filing for Q2 2017, filed 7 Aug 2017.