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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $187B AUM 21.7% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Nadler Financial Group's RSP Position: Q2 2018 in Review

Nadler Financial Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2018, closing a stake of 3,792 shares — an estimated $377K sold.

Nadler Financial Group first reported a position in RSP in Q2 2016 and held it in 8 quarters. The position peaked at $377K in Q1 2018. 556 funds tracked by Wall St. Rank hold RSP as of Q2 2018.

Nadler Financial Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2018 after selling out during the quarter.
Nadler Financial Group sold 3,792 Invesco S&P 500 Equal Weight ETF shares in Q2 2018, an estimated $377K.
Nadler Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2016 and held it in 8 quarters.
Nadler Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $377K in Q1 2018.
556 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2018.

Based on Nadler Financial Group's 13F filing for Q2 2018, filed 10 Jul 2018.