Successful Portfolios’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Successful Portfolios’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
2020 Q1	–	Sell	-4,775	Closed	-$553K	–	166
2019 Q4	$553K	Buy	4,775 +18	+0.4%	+$2K	0.49%	58
2019 Q3	$514K	Buy	+4,757	New	+$511K	0.48%	58
2018 Q4	–	Sell	-1,872	Closed	-$200K	–	136
2018 Q3	$200K	Buy	+1,872	New	+$198K	0.22%	135

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $162B AUM 16.35% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Successful Portfolios's RSP Position: Q1 2020 in Review

Successful Portfolios sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2020, closing a stake of 4,775 shares — an estimated $553K sold.

Successful Portfolios first reported a position in RSP in Q3 2018 and held it in 3 quarters. The position peaked at $553K in Q4 2019. 663 funds tracked by Wall St. Rank hold RSP as of Q1 2020.

Successful Portfolios reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2020 after selling out during the quarter.
Successful Portfolios sold 4,775 Invesco S&P 500 Equal Weight ETF shares in Q1 2020, an estimated $553K.
Successful Portfolios first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2018 and held it in 3 quarters.
Successful Portfolios's Invesco S&P 500 Equal Weight ETF position peaked at $553K in Q4 2019.
663 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2020.

Based on Successful Portfolios's 13F filing for Q1 2020, filed 23 Apr 2020.