VAM
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Visionary Asset Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Visionary Asset 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
2018
Q4 		$446K Sell
4,880
-158
-3% -$15.7K 0.18% 34
2018
Q3 		$538K Buy
5,038
+1,727
+52% +$183K 0.17% 106
2018
Q2 		$337K Sell
3,311
-143
-4% -$14.5K 0.11% 143
2018
Q1 		$340K Buy
3,454
+256
+8% +$26.2K 0.11% 124
2017
Q4 		$323K Sell
3,198
-114
-3% -$11.2K 0.09% 149
2017
Q3 		$316K Buy
+3,312
New +$310K 0.09% 128
2015
Q1 		– Sell
-915
Closed -$73K – 165
2014
Q4 		$73K Buy
+915
New +$71.1K 0.02% 107
2014
Q2 		– Sell
-4,703
Closed -$343K – 422
2014
Q1 		$343K Sell
4,703
-5,935
-56% -$423K 0.08% 85
2013
Q4 		$758K Sell
10,638
-1,857
-15% -$127K 0.2% 45
2013
Q3 		$784K Buy
+12,495
New +$806K 0.25% 26

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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $376B AUM 19.32% 1-Year Est. Return
RCF
Rainwater Charitable Foundation Fort Worth, Texas $194M AUM 10.07% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return