Pinnacle Family Advisors’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Pinnacle Family Advisors’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
2018 Q3	–	Sell	-36,655	Closed	-$792K	–	73
2018 Q2	$792K	Sell	36,655 -24,980	-41%	-$544K	0.42%	45
2018 Q1	$1.31M	Buy	61,635 +15,415	+33%	+$346K	0.75%	28
2017 Q4	$1.04M	Buy	46,220 +8,625	+23%	+$186K	0.48%	38
2017 Q3	$781K	Sell	37,595 -17,980	-32%	-$361K	0.37%	49
2017 Q2	$1.09M	Buy	+55,575	New	+$1.07M	0.61%	36
2017 Q1	–	Sell	-43,850	Closed	-$798K	–	71
2016 Q4	$798K	Buy	+43,850	New	+$775K	0.49%	43

Other funds holding RSPM

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

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

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Pinnacle Family Advisors's RSPM Position: Q3 2018 in Review

Pinnacle Family Advisors sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q3 2018, closing a stake of 36,655 shares — an estimated $792K sold.

Pinnacle Family Advisors first reported a position in RSPM in Q4 2016 and held it in 6 quarters. The position peaked at $1.31M in Q1 2018. 48 funds tracked by Wall St. Rank hold RSPM as of Q3 2018.

Pinnacle Family Advisors reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q3 2018 after selling out during the quarter.
Pinnacle Family Advisors sold 36,655 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2018, an estimated $792K.
Pinnacle Family Advisors first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2016 and held it in 6 quarters.
Pinnacle Family Advisors's Invesco S&P 500 Equal Weight Materials ETF position peaked at $1.31M in Q1 2018.
48 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2018.

Based on Pinnacle Family Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.