1834 Investment Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

1834 Investment Advisors’s Portfolio RSPT Stock Details RSPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,400	Closed	-$67K	–	436
2019 Q4	$67K	Buy	3,400 +460	+16%	+$8.63K	0.01%	258
2019 Q3	$53K	Hold	2,940	–	–	0.01%	272
2019 Q2	$52K	Sell	2,940 -660	-18%	-$11.4K	0.01%	280
2019 Q1	$61K	Buy	+3,600	New	+$57.4K	0.01%	261
2018 Q4	–	Sell	-16,720	Closed	-$281K	–	418
2018 Q3	$281K	Hold	16,720	–	–	0.04%	167
2018 Q2	$265K	Hold	16,720	–	–	0.04%	163
2018 Q1	$253K	Hold	16,720	–	–	0.04%	162
2017 Q4	$239K	Hold	16,720	–	–	0.04%	164
2017 Q3	$226K	Hold	16,720	–	–	0.04%	159
2017 Q2	$209K	Buy	+16,720	New	+$208K	0.04%	164

Other funds holding RSPT

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

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

1834 Investment Advisors's RSPT Position: Q1 2020 in Review

1834 Investment Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2020, closing a stake of 3,400 shares — an estimated $67K sold.

1834 Investment Advisors first reported a position in RSPT in Q2 2017 and held it in 10 quarters. The position peaked at $281K in Q3 2018. 209 funds tracked by Wall St. Rank hold RSPT as of Q1 2020.

1834 Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2020 after selling out during the quarter.
1834 Investment Advisors sold 3,400 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2020, an estimated $67K.
1834 Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2017 and held it in 10 quarters.
1834 Investment Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $281K in Q3 2018.
209 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2020.

Based on 1834 Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.