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Ruggie Capital Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Ruggie Capital 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
2019
Q1 		– Sell
-105
Closed -$10K – 386
2018
Q4 		$10K Buy
+105
New +$10.4K ﹤0.01% 305

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $1.64B AUM 15.26% 1-Year Est. Return

Ruggie Capital Group's RSP Position: Q1 2019 in Review

Ruggie Capital Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2019, closing a stake of 105 shares — an estimated $10K sold.

Ruggie Capital Group first reported a position in RSP in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 647 funds tracked by Wall St. Rank hold RSP as of Q1 2019.

  • Ruggie Capital Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 105 Invesco S&P 500 Equal Weight ETF shares in Q1 2019, an estimated $10K.
  • Ruggie Capital Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and held it in 1 quarter.
  • Ruggie Capital Group's Invesco S&P 500 Equal Weight ETF position peaked at $10K in Q4 2018.
  • 647 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.