Wealthspire Advisors (Maryland)’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q1	–	Sell	-119	Closed	-$4K	–	2577
2018 Q4	$4K	Sell	119 -818	-87%	-$32.7K	﹤0.01%	1855
2018 Q3	$40K	Sell	937 -14	-1%	-$614	﹤0.01%	1049
2018 Q2	$40K	Sell	951 -707	-43%	-$31.1K	﹤0.01%	1067
2018 Q1	$73K	Sell	1,658 -272	-14%	-$12.3K	0.01%	837
2017 Q4	$85K	Sell	1,930 -825	-30%	-$35.2K	0.01%	782
2017 Q3	$114K	Sell	2,755 -2,497	-48%	-$99.6K	0.01%	656
2017 Q2	$207K	Sell	5,252 -3,237	-38%	-$123K	0.02%	440
2017 Q1	$320K	Buy	+8,489	New	+$322K	0.05%	276

Other funds holding RSPF

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FFWA

FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RSPF Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2019, closing a stake of 119 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in RSPF in Q1 2017 and held it in 8 quarters. The position peaked at $320K in Q1 2017. 89 funds tracked by Wall St. Rank hold RSPF as of Q1 2019.

Wealthspire Advisors (Maryland) reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 119 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2019, an estimated $4K.
Wealthspire Advisors (Maryland) first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Invesco S&P 500 Equal Weight Financials ETF position peaked at $320K in Q1 2017.
89 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.