WFG Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

WFG Advisors’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$1.44M	Buy	15,512 +1,429	+10%	+$131K	0.33%	85
2017 Q1	$1.28M	Sell	14,083 -1,070	-7%	-$96K	0.34%	73
2016 Q4	$1.31M	Buy	15,153 +3,505	+30%	+$296K	0.32%	80
2016 Q3	$974K	Buy	11,648 +10,760	+1,212%	+$895K	0.24%	102
2016 Q2	$71K	Sell	888 -9,616	-92%	-$764K	0.02%	598
2016 Q1	$825K	Buy	10,504 +8,944	+573%	+$658K	0.24%	104
2015 Q4	$120K	Sell	1,560 -398	-20%	-$30.9K	0.04%	424
2015 Q3	$144K	Sell	1,958 -15,099	-89%	-$1.18M	0.05%	366
2015 Q2	$1.36M	Sell	17,057 -1,655	-9%	-$136K	0.38%	57
2015 Q1	$1.52M	Sell	18,712 -885	-5%	-$71.2K	0.42%	44
2014 Q4	$1.57M	Sell	19,597 -515	-3%	-$40K	0.32%	63
2014 Q3	$1.52M	Buy	20,112 +61	+0.3%	+$4.68K	0.29%	68
2014 Q2	$1.54M	Buy	20,051 +426	+2%	+$31.6K	0.29%	73
2014 Q1	$1.43M	Sell	19,625 -657	-3%	-$46.9K	0.29%	69
2013 Q4	$1.45M	Sell	20,282 -738	-4%	-$50.4K	0.21%	124
2013 Q3	$1.37M	Buy	21,020 +377	+2%	+$24.3K	0.21%	118
2013 Q2	$1.26M	Buy	+20,643	New	+$1.26M	0.21%	123

Other funds holding RSP

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJFSA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

WFG Advisors's RSP Position: Q2 2017 in Review

WFG Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 10% in Q2 2017, buying an estimated $131K and bringing the position to 15,512 shares worth $1.44M. The position accounts for 0.33% of the portfolio, ranked #85.

WFG Advisors first reported a position in RSP in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.57M in Q4 2014. 438 funds tracked by Wall St. Rank hold RSP as of Q2 2017.

WFG Advisors held 15,512 shares of Invesco S&P 500 Equal Weight ETF worth $1.44M as of Q2 2017.
WFG Advisors bought 1,429 Invesco S&P 500 Equal Weight ETF shares in Q2 2017, an estimated $131K.
Invesco S&P 500 Equal Weight ETF made up 0.33% of WFG Advisors's portfolio in Q2 2017, its #85 holding.
WFG Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $1.57M in Q4 2014.
438 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.