Milestone Advisory Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Milestone Advisory Partners’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
2020 Q1	–	Sell	-73,979	Closed	-$8.56M	–	55
2019 Q4	$8.56M	Buy	73,979 +793	+1%	+$88.1K	4.5%	5
2019 Q3	$7.91M	Buy	73,186 +20,650	+39%	+$2.22M	4.46%	5
2019 Q2	$5.66M	Buy	52,536 +791	+2%	+$83.7K	3.45%	6
2019 Q1	$5.4M	Buy	51,745 +4,123	+9%	+$416K	3.49%	6
2018 Q4	$4.32M	Sell	47,622 -25,217	-35%	-$2.5M	3.74%	6
2018 Q3	$7.78M	Sell	72,839 -753	-1%	-$79.6K	5.52%	5
2018 Q2	$7.5M	Buy	73,592 +3,290	+5%	+$333K	5.58%	6
2018 Q1	$6.99M	Sell	70,302 -2,843	-4%	-$291K	5.23%	7
2017 Q4	$7.39M	Buy	+73,145	New	+$7.18M	5.54%	4

Other funds holding RSP

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

RJFSA

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

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

Milestone Advisory Partners's RSP Position: Q1 2020 in Review

Milestone Advisory Partners sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2020, closing a stake of 73,979 shares — an estimated $8.56M sold.

Milestone Advisory Partners first reported a position in RSP in Q4 2017 and held it in 9 quarters. The position peaked at $8.56M in Q4 2019. 663 funds tracked by Wall St. Rank hold RSP as of Q1 2020.

Milestone Advisory Partners reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2020 after selling out during the quarter.
Milestone Advisory Partners sold 73,979 Invesco S&P 500 Equal Weight ETF shares in Q1 2020, an estimated $8.56M.
Milestone Advisory Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and held it in 9 quarters.
Milestone Advisory Partners's Invesco S&P 500 Equal Weight ETF position peaked at $8.56M in Q4 2019.
663 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2020.

Based on Milestone Advisory Partners's 13F filing for Q1 2020, filed 31 Jul 2020.