WP
RSPS icon

WealthSource Partners’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

WealthSource Partners’s Portfolio RSPS Stock Details RSPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-187,435
Closed -$4.59M – 281
2016
Q3 		$4.59M Sell
187,435
-9,710
-5% -$245K 1.67% 10
2016
Q2 		$5.09M Buy
+197,145
New +$4.83M 1.9% 10

Other funds holding RSPS

AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthSource Partners's RSPS Position: Q4 2016 in Review

WealthSource Partners sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2016, closing a stake of 187,435 shares — an estimated $4.59M sold.

WealthSource Partners first reported a position in RSPS in Q2 2016 and held it in 2 quarters. The position peaked at $5.09M in Q2 2016. 64 funds tracked by Wall St. Rank hold RSPS as of Q4 2016.

  • WealthSource Partners reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2016 after selling out during the quarter.
  • WealthSource Partners sold 187,435 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2016, an estimated $4.59M.
  • WealthSource Partners first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q2 2016 and held it in 2 quarters.
  • WealthSource Partners's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $5.09M in Q2 2016.
  • 64 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2016.

Based on WealthSource Partners's 13F filing for Q4 2016, filed 17 Feb 2017.