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

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-7,190	Closed	-$152K	–	1689
2019 Q1	$152K	Buy	7,190 +30	+0.4%	+$614	0.01%	509
2018 Q4	$135K	Buy	7,160 +50	+0.7%	+$1.01K	0.01%	514
2018 Q3	$154K	Buy	7,110 +35	+0.5%	+$765	0.01%	532
2018 Q2	$153K	Buy	7,075 +35	+0.5%	+$763	0.01%	549
2018 Q1	$150K	Buy	7,040 +1,445	+26%	+$32.4K	0.01%	564
2017 Q4	$126K	Buy	+5,595	New	+$121K	0.01%	629

Other funds holding RSPM

FIM

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

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LFG

LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RSPM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q2 2019, closing a stake of 7,190 shares — an estimated $152K sold.

Wealthspire Advisors (Maryland) first reported a position in RSPM in Q4 2017 and held it in 6 quarters. The position peaked at $154K in Q3 2018. 51 funds tracked by Wall St. Rank hold RSPM as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 7,190 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2019, an estimated $152K.
Wealthspire Advisors (Maryland) first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2017 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s Invesco S&P 500 Equal Weight Materials ETF position peaked at $154K in Q3 2018.
51 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.