Nadler Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Nadler Financial Group’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
2018 Q2	–	Sell	-3,792	Closed	-$377K	–	88
2018 Q1	$377K	Buy	3,792 +271	+8%	+$27.7K	0.12%	54
2017 Q4	$356K	Buy	3,521 +15	+0.4%	+$1.47K	0.11%	59
2017 Q3	$335K	Buy	3,506 +260	+8%	+$24.3K	0.11%	59
2017 Q2	$301K	Buy	3,246 +15	+0.5%	+$1.38K	0.1%	61
2017 Q1	$293K	Buy	3,231 +382	+13%	+$34.3K	0.1%	64
2016 Q4	$247K	Buy	2,849 +5	+0.2%	+$422	0.09%	69
2016 Q3	$238K	Buy	2,844 +128	+5%	+$10.7K	0.09%	69
2016 Q2	$218K	Buy	+2,716	New	+$216K	0.09%	76

Other funds holding RSP

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

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Northwestern Mutual Wealth Management

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

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