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WealthShield Partners’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

WealthShield Partners’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-14,629
Closed -$642K – 255
2017
Q4 		$642K Buy
+14,629
New +$623K 0.39% 54

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

WealthShield Partners's RSPF Position: Q1 2018 in Review

WealthShield Partners sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2018, closing a stake of 14,629 shares — an estimated $642K sold.

WealthShield Partners first reported a position in RSPF in Q4 2017 and held it in 1 quarter. The position peaked at $642K in Q4 2017. 79 funds tracked by Wall St. Rank hold RSPF as of Q1 2018.

  • WealthShield Partners reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2018 after selling out during the quarter.
  • WealthShield Partners sold 14,629 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2018, an estimated $642K.
  • WealthShield Partners first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2017 and held it in 1 quarter.
  • WealthShield Partners's Invesco S&P 500 Equal Weight Financials ETF position peaked at $642K in Q4 2017.
  • 79 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2018.

Based on WealthShield Partners's 13F filing for Q1 2018, filed 11 May 2018.