PWS
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
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
RCF
Rainwater Charitable Foundation Fort Worth, Texas $194M AUM 10.07% 1-Year Est. Return