SWM
RSP icon

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

Strategic Wealth Management’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
2017
Q1 		– Sell
-138,075
Closed -$12M – 22
2016
Q4 		$12M Buy
+138,075
New +$11.7M 12.28% 1

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Strategic Wealth Management's RSP Position: Q1 2017 in Review

Strategic Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2017, closing a stake of 138,075 shares — an estimated $12M sold.

Strategic Wealth Management first reported a position in RSP in Q4 2016 and held it in 1 quarter. The position peaked at $12M in Q4 2016. 433 funds tracked by Wall St. Rank hold RSP as of Q1 2017.

  • Strategic Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2017 after selling out during the quarter.
  • Strategic Wealth Management sold 138,075 Invesco S&P 500 Equal Weight ETF shares in Q1 2017, an estimated $12M.
  • Strategic Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2016 and held it in 1 quarter.
  • Strategic Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $12M in Q4 2016.
  • 433 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2017.

Based on Strategic Wealth Management's 13F filing for Q1 2017, filed 20 Apr 2017.