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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return