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

WealthShield’s Portfolio RSPM Stock Details RSPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$666K	Buy	+29,005	New	+$627K	0.41%	52

Other funds holding RSPM

WSTAM

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.59B AUM 51.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

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

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

WealthShield's RSPM Position: Q4 2017 in Review

WealthShield opened a new position in Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q4 2017: 29,005 shares worth $666K. The stake represents 0.41% of the portfolio and ranks #52 among its holdings.

60 funds tracked by Wall St. Rank hold RSPM as of Q4 2017.

WealthShield held 29,005 shares of Invesco S&P 500 Equal Weight Materials ETF worth $666K as of Q4 2017.
Invesco S&P 500 Equal Weight Materials ETF was a new WealthShield position in Q4 2017.
Invesco S&P 500 Equal Weight Materials ETF made up 0.41% of WealthShield's portfolio in Q4 2017, its #52 holding.
60 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q4 2017.

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