National Planning Corporation’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

National Planning Corporation’s Portfolio RSPS Stock Details RSPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-11,725	Closed	-$287K	–	496
2017 Q3	$287K	Sell	11,725 -880	-7%	-$21.9K	0.02%	541
2017 Q2	$314K	Sell	12,605 -74,830	-86%	-$1.9M	0.02%	547
2017 Q1	$2.17M	Sell	87,435 -1,070	-1%	-$26.4K	0.16%	135
2016 Q4	$2.15M	Buy	88,505 +2,805	+3%	+$67K	0.17%	125
2016 Q3	$2.06M	Buy	85,700 +3,680	+4%	+$93K	0.16%	132
2016 Q2	$2.09M	Buy	+82,020	New	+$2.01M	0.16%	133

Other funds holding RSPS

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

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

AIM

Advantage Investment Management Cedar Rapids, Iowa $128M AUM 3.61% 1-Year Est. Return

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

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

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

National Planning Corporation's RSPS Position: Q4 2017 in Review

National Planning Corporation sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2017, closing a stake of 11,725 shares — an estimated $287K sold.

National Planning Corporation first reported a position in RSPS in Q2 2016 and held it in 6 quarters. The position peaked at $2.17M in Q1 2017. 76 funds tracked by Wall St. Rank hold RSPS as of Q4 2017.

National Planning Corporation reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 11,725 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2017, an estimated $287K.
National Planning Corporation first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q2 2016 and held it in 6 quarters.
National Planning Corporation's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $2.17M in Q1 2017.
76 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.