Risk Paradigm Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Risk Paradigm 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	-348	Closed	-$37.2K	–	93
2018 Q3	$37.2K	Hold	348	–	–	0.07%	75
2018 Q2	$35.5K	Sell	348 -380	-52%	-$38.5K	0.07%	79
2018 Q1	$72.4K	Hold	728	–	–	0.09%	133
2017 Q4	$73.5K	Sell	728 -20	-3%	-$1.96K	0.08%	137
2017 Q3	$71.5K	Hold	748	–	–	0.09%	126
2017 Q2	$69.3K	Hold	748	–	–	0.08%	127
2017 Q1	$67.9K	Sell	748 -191	-20%	-$17.1K	0.08%	123
2016 Q4	$81.4K	Sell	939 -331	-26%	-$28K	0.09%	141
2016 Q3	$106K	Sell	1,270 -3,097	-71%	-$258K	0.08%	130
2016 Q2	$351K	Sell	4,367 -412	-9%	-$32.7K	0.48%	67
2016 Q1	$375K	Sell	4,779 -970	-17%	-$71.3K	0.48%	50
2015 Q4	$441K	Hold	5,749	–	–	0.52%	42
2015 Q3	$423K	Buy	5,749 +814	+16%	+$63.4K	0.87%	21
2015 Q2	$394K	Sell	4,935 -179	-4%	-$14.7K	0.38%	62
2015 Q1	$414K	Buy	+5,114	New	+$411K	0.4%	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

Risk Paradigm Group's RSP Position: Q4 2018 in Review

Risk Paradigm Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2018, closing a stake of 348 shares — an estimated $37.2K sold.

Risk Paradigm Group first reported a position in RSP in Q1 2015 and held it in 15 quarters. The position peaked at $441K in Q4 2015. 629 funds tracked by Wall St. Rank hold RSP as of Q4 2018.

Risk Paradigm Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2018 after selling out during the quarter.
Risk Paradigm Group sold 348 Invesco S&P 500 Equal Weight ETF shares in Q4 2018, an estimated $37.2K.
Risk Paradigm Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2015 and held it in 15 quarters.
Risk Paradigm Group's Invesco S&P 500 Equal Weight ETF position peaked at $441K in Q4 2015.
629 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2018.

Based on Risk Paradigm Group's 13F filing for Q4 2018, filed 14 Feb 2019.