Asset Planning Services (Pennsylvania)’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-4,170	Closed	-$75K	–	214
2019 Q3	$75K	Sell	4,170 -1,340	-24%	-$24K	0.03%	112
2019 Q2	$98K	Buy	5,510 +20	+0.4%	+$347	0.04%	100
2019 Q1	$93K	Buy	5,490 +10	+0.2%	+$159	0.04%	101
2018 Q4	$77K	Buy	5,480 +20	+0.4%	+$303	0.04%	105
2018 Q3	$87K	Buy	+5,460	New	+$90.4K	0.04%	102

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

BFG

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s RSPT Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2019, closing a stake of 4,170 shares — an estimated $75K sold.

Asset Planning Services (Pennsylvania) first reported a position in RSPT in Q3 2018 and held it in 5 quarters. The position peaked at $98K in Q2 2019. 224 funds tracked by Wall St. Rank hold RSPT as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 4,170 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2019, an estimated $75K.
Asset Planning Services (Pennsylvania) first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2018 and held it in 5 quarters.
Asset Planning Services (Pennsylvania)'s Invesco S&P 500 Equal Weight Technology ETF position peaked at $98K in Q2 2019.
224 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.