Rushmore Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Rushmore Investment Advisors’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
2013 Q2	$13.3M	Buy	+217,417	New	+$13.3M	2.71%	6

Other funds holding RSP

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

KCG

Knight Capital Group $5.4B AUM

AFS

Aft Forsyth & Sober Valrico, Florida $320M AUM 26.86% 1-Year Est. Return

LIA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Rushmore Investment Advisors's RSP Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2013: 217,417 shares worth $13.3M. The stake represents 2.71% of the portfolio and ranks #6 among its holdings.

192 funds tracked by Wall St. Rank hold RSP as of Q2 2013.

Rushmore Investment Advisors held 217,417 shares of Invesco S&P 500 Equal Weight ETF worth $13.3M as of Q2 2013.
Invesco S&P 500 Equal Weight ETF was a new Rushmore Investment Advisors position in Q2 2013.
Invesco S&P 500 Equal Weight ETF made up 2.71% of Rushmore Investment Advisors's portfolio in Q2 2013, its #6 holding.
192 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.