Mountain Capital Investment Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Mountain Capital Investment Advisors’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
2018 Q3	–	Sell	-109,600	Closed	-$4.64M	–	48
2018 Q2	$4.64M	Buy	109,600 +3,010	+3%	+$132K	4.53%	8
2018 Q1	$4.68M	Sell	106,590 -10,582	-9%	-$479K	5.07%	8
2017 Q4	$5.17M	Buy	117,172 +191	+0.2%	+$8.14K	4.99%	6
2017 Q3	$4.83M	Buy	+116,981	New	+$4.67M	4.29%	7

Other funds holding RSPF

Bank of America

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

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

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

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return