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River Wealth Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

River Wealth Advisors’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-169
Closed -$6K – 406
2018
Q4 		$6K Hold
169
– – ﹤0.01% 461
2018
Q3 		$7K Hold
169
– – ﹤0.01% 481
2018
Q2 		$7K Buy
+169
New +$7.42K ﹤0.01% 476

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFWA
FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

River Wealth Advisors's RSPF Position: Q1 2019 in Review

River Wealth Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2019, closing a stake of 169 shares — an estimated $6K sold.

River Wealth Advisors first reported a position in RSPF in Q2 2018 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 89 funds tracked by Wall St. Rank hold RSPF as of Q1 2019.

  • River Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 169 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2019, an estimated $6K.
  • River Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $7K in Q3 2018.
  • 89 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.