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

Rand Wealth’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
Q3 		– Sell
-2,032
Closed -$207K – 237
2018
Q2 		$207K Buy
+2,032
New +$206K 0.02% 222

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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCF
Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Rand Wealth's RSP Position: Q3 2018 in Review

Rand Wealth sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2018, closing a stake of 2,032 shares — an estimated $207K sold.

Rand Wealth first reported a position in RSP in Q2 2018 and held it in 1 quarter. The position peaked at $207K in Q2 2018. 571 funds tracked by Wall St. Rank hold RSP as of Q3 2018.

  • Rand Wealth reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2018 after selling out during the quarter.
  • Rand Wealth sold 2,032 Invesco S&P 500 Equal Weight ETF shares in Q3 2018, an estimated $207K.
  • Rand Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2018 and held it in 1 quarter.
  • Rand Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $207K in Q2 2018.
  • 571 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2018.

Based on Rand Wealth's 13F filing for Q3 2018, filed 13 Nov 2018.