WA
RSPF icon

WealthTrust-Arizona’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$0 Hold
6
– – ﹤0.01% 716
2018
Q3 		$0 Hold
6
– – ﹤0.01% 725
2018
Q2 		$0 Hold
6
– – ﹤0.01% 703
2018
Q1 		$0 Hold
6
– – ﹤0.01% 687
2017
Q4 		$0 Hold
6
– – ﹤0.01% 679
2017
Q3 		$0 Hold
6
– – ﹤0.01% 681
2017
Q2 		$0 Hold
6
– – ﹤0.01% 672
2017
Q1 		$0 Hold
6
– – ﹤0.01% 639
2016
Q4 		$0 Buy
+6
New +$205 ﹤0.01% 639

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FFWA
FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthTrust-Arizona's RSPF Position: Q4 2018 in Review

WealthTrust-Arizona held its Invesco S&P 500 Equal Weight Financials ETF (RSPF) position steady in Q4 2018 at 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #716.

WealthTrust-Arizona first reported a position in RSPF in Q4 2016 and has held it in 9 quarters since. 90 funds tracked by Wall St. Rank hold RSPF as of Q4 2018.

  • WealthTrust-Arizona held 6 shares of Invesco S&P 500 Equal Weight Financials ETF worth $0 as of Q4 2018.
  • WealthTrust-Arizona left its Invesco S&P 500 Equal Weight Financials ETF share count unchanged in Q4 2018.
  • Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #716 holding.
  • WealthTrust-Arizona first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2016 and has held it in 9 quarters since.
  • 90 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.