Atlas Private Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Atlas Private Wealth Management’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
2021 Q2	–	Sell	-30	Closed	-$1K	–	321
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	388
2020 Q4	$1K	Sell	30 -1,320	-98%	-$30.6K	﹤0.01%	360
2020 Q3	$28K	Hold	1,350	–	–	0.02%	224
2020 Q2	$27K	Hold	1,350	–	–	0.02%	239
2020 Q1	$22K	Buy	1,350 +360	+36%	+$6.81K	0.02%	243
2019 Q4	$20K	Buy	+990	New	+$18.6K	0.02%	290

Other funds holding RSPT

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Atlas Private Wealth Management's RSPT Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2021, closing a stake of 30 shares — an estimated $1K sold.

Atlas Private Wealth Management first reported a position in RSPT in Q4 2019 and held it in 6 quarters. The position peaked at $28K in Q3 2020. 256 funds tracked by Wall St. Rank hold RSPT as of Q2 2021.

Atlas Private Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 30 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2021, an estimated $1K.
Atlas Private Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $28K in Q3 2020.
256 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.