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Noven Financial Group’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Noven Financial Group’s Portfolio RSPM Stock Details RSPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-12,820
Closed -$214K – 35
2016
Q2 		$214K Buy
+12,820
New +$215K 0.14% 36

Other funds holding RSPM

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Noven Financial Group's RSPM Position: Q3 2016 in Review

Noven Financial Group sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q3 2016, closing a stake of 12,820 shares — an estimated $214K sold.

Noven Financial Group first reported a position in RSPM in Q2 2016 and held it in 1 quarter. The position peaked at $214K in Q2 2016. 40 funds tracked by Wall St. Rank hold RSPM as of Q3 2016.

  • Noven Financial Group reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q3 2016 after selling out during the quarter.
  • Noven Financial Group sold 12,820 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2016, an estimated $214K.
  • Noven Financial Group first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2016 and held it in 1 quarter.
  • Noven Financial Group's Invesco S&P 500 Equal Weight Materials ETF position peaked at $214K in Q2 2016.
  • 40 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2016.

Based on Noven Financial Group's 13F filing for Q3 2016, filed 14 Nov 2016.