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

WealthShield’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 Q4	$5.39M	Buy	+53,319	New	+$5.23M	3.28%	5

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $187B AUM 21.7% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

WealthShield's RSP Position: Q4 2017 in Review

WealthShield opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2017: 53,319 shares worth $5.39M. The stake represents 3.28% of the portfolio and ranks #5 among its holdings.

548 funds tracked by Wall St. Rank hold RSP as of Q4 2017.

WealthShield held 53,319 shares of Invesco S&P 500 Equal Weight ETF worth $5.39M as of Q4 2017.
Invesco S&P 500 Equal Weight ETF was a new WealthShield position in Q4 2017.
Invesco S&P 500 Equal Weight ETF made up 3.28% of WealthShield's portfolio in Q4 2017, its #5 holding.
548 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.