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Beacon Pointe Wealth Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Beacon Pointe Wealth 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
2019
Q4 		$224K Buy
11,330
+10
+0.1% +$188 0.04% 242
2019
Q3 		$202K Buy
11,320
+30
+0.3% +$538 0.04% 247
2019
Q2 		$201K Buy
+11,290
New +$196K 0.04% 256

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Beacon Pointe Wealth Advisors's RSPT Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.09% in Q4 2019, buying an estimated $188 and bringing the position to 11,330 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #242.

Beacon Pointe Wealth Advisors first reported a position in RSPT in Q2 2019 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold RSPT as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 11,330 shares of Invesco S&P 500 Equal Weight Technology ETF worth $224K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 10 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2019, an estimated $188.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.04% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #242 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2019 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.