Peloton Wealth Strategists’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Peloton Wealth Strategists’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 Q1	–	Sell	-7,644	Closed	-$772K	–	66
2017 Q4	$772K	Buy	7,644 +398	+5%	+$39.1K	0.57%	57
2017 Q3	$692K	Buy	7,246 +1,229	+20%	+$115K	0.53%	56
2017 Q2	$558K	Buy	+6,017	New	+$552K	0.43%	62

Other funds holding RSP

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

Morgan Stanley New York $1.89T AUM 35.08% 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

RCF

Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return

Peloton Wealth Strategists's RSP Position: Q1 2018 in Review

Peloton Wealth Strategists sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2018, closing a stake of 7,644 shares — an estimated $772K sold.

Peloton Wealth Strategists first reported a position in RSP in Q2 2017 and held it in 3 quarters. The position peaked at $772K in Q4 2017. 483 funds tracked by Wall St. Rank hold RSP as of Q1 2018.

Peloton Wealth Strategists reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2018 after selling out during the quarter.
Peloton Wealth Strategists sold 7,644 Invesco S&P 500 Equal Weight ETF shares in Q1 2018, an estimated $772K.
Peloton Wealth Strategists first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2017 and held it in 3 quarters.
Peloton Wealth Strategists's Invesco S&P 500 Equal Weight ETF position peaked at $772K in Q4 2017.
483 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2018.

Based on Peloton Wealth Strategists's 13F filing for Q1 2018, filed 7 May 2018.