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

WealthShield’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
2017 Q4	$642K	Buy	+14,629	New	+$623K	0.39%	54

Other funds holding RSPF

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

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

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

RJA

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

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

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

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

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return

WealthShield's RSPF Position: Q4 2017 in Review

WealthShield opened a new position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2017: 14,629 shares worth $642K. The stake represents 0.39% of the portfolio and ranks #54 among its holdings.

85 funds tracked by Wall St. Rank hold RSPF as of Q4 2017.

WealthShield held 14,629 shares of Invesco S&P 500 Equal Weight Financials ETF worth $642K as of Q4 2017.
Invesco S&P 500 Equal Weight Financials ETF was a new WealthShield position in Q4 2017.
Invesco S&P 500 Equal Weight Financials ETF made up 0.39% of WealthShield's portfolio in Q4 2017, its #54 holding.
85 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2017.

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