Polaris Wealth Advisory Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Polaris Wealth Advisory Group’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 Q4	–	Sell	-303	Closed	-$32K	–	382
2018 Q3	$32K	Sell	303 -235	-44%	-$24.8K	﹤0.01%	286
2018 Q2	$54K	Hold	538	–	–	﹤0.01%	130
2018 Q1	$54K	Buy	+538	New	+$55.1K	﹤0.01%	213
2017 Q4	–	Sell	-14,079	Closed	-$1.34M	–	159
2017 Q3	$1.34M	Sell	14,079 -3,496	-20%	-$327K	0.12%	83
2017 Q2	$1.63M	Buy	+17,575	New	+$1.61M	0.19%	58

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

RCF

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Polaris Wealth Advisory Group's RSP Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2018, closing a stake of 303 shares — an estimated $32K sold.

Polaris Wealth Advisory Group first reported a position in RSP in Q2 2017 and held it in 5 quarters. The position peaked at $1.63M in Q2 2017. 629 funds tracked by Wall St. Rank hold RSP as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 303 Invesco S&P 500 Equal Weight ETF shares in Q4 2018, an estimated $32K.
Polaris Wealth Advisory Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2017 and held it in 5 quarters.
Polaris Wealth Advisory Group's Invesco S&P 500 Equal Weight ETF position peaked at $1.63M in Q2 2017.
629 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.