Wealthcare Capital Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Wealthcare Capital 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
2020 Q2	–	Sell	-410	Closed	-$34K	–	204
2020 Q1	$34K	Buy	+410	New	+$43.6K	﹤0.01%	107
2015 Q3	–	Sell	-978	Closed	-$78K	–	359
2015 Q2	$78K	Sell	978 -5,912	-86%	-$484K	0.01%	82
2015 Q1	$558K	Buy	+6,890	New	+$554K	0.07%	47

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

RJA

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

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

Wealthcare Capital Management's RSP Position: Q2 2020 in Review

Wealthcare Capital Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2020, closing a stake of 410 shares — an estimated $34K sold.

Wealthcare Capital Management first reported a position in RSP in Q1 2015 and held it in 3 quarters. The position peaked at $558K in Q1 2015. 668 funds tracked by Wall St. Rank hold RSP as of Q2 2020.

Wealthcare Capital Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2020 after selling out during the quarter.
Wealthcare Capital Management sold 410 Invesco S&P 500 Equal Weight ETF shares in Q2 2020, an estimated $34K.
Wealthcare Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $558K in Q1 2015.
668 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2020.

Based on Wealthcare Capital Management's 13F filing for Q2 2020, filed 29 Jul 2020.