Benjamin F. Edwards & Company’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Benjamin F. Edwards & Company’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 Q4	–	Sell	-1,020	Closed	-$21K	–	1723
2020 Q3	$21K	Hold	1,020	–	–	﹤0.01%	1104
2020 Q2	$20K	Sell	1,020 -1,180	-54%	-$21.9K	﹤0.01%	1131
2020 Q1	$35K	Sell	2,200 -890	-29%	-$16.8K	﹤0.01%	928
2019 Q4	$61K	Hold	3,090	–	–	﹤0.01%	925
2019 Q3	$55K	Buy	3,090 +1,080	+54%	+$19.4K	﹤0.01%	901
2019 Q2	$36K	Sell	2,010 -230	-10%	-$3.99K	﹤0.01%	998
2019 Q1	$38K	Sell	2,240 -1,100	-33%	-$17.5K	﹤0.01%	946
2018 Q4	$47K	Buy	3,340 +10	+0.3%	+$151	﹤0.01%	841
2018 Q3	$56K	Hold	3,330	–	–	0.01%	832
2018 Q2	$53K	Sell	3,330 -80	-2%	-$1.26K	0.01%	831
2018 Q1	$52K	Buy	3,410 +2,760	+425%	+$42.3K	0.01%	839
2017 Q4	$9K	Hold	650	–	–	﹤0.01%	1241
2017 Q3	$9K	Sell	650 -100	-13%	-$1.3K	﹤0.01%	1199
2017 Q2	$9K	Hold	750	–	–	﹤0.01%	1123
2017 Q1	$9K	Hold	750	–	–	﹤0.01%	1049
2016 Q4	$8K	Buy	+750	New	+$7.99K	﹤0.01%	993

Other funds holding RSPT

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

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

AIM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Benjamin F. Edwards & Company's RSPT Position: Q4 2020 in Review

Benjamin F. Edwards & Company sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2020, closing a stake of 1,020 shares — an estimated $21K sold.

Benjamin F. Edwards & Company first reported a position in RSPT in Q4 2016 and held it in 16 quarters. The position peaked at $61K in Q4 2019. 254 funds tracked by Wall St. Rank hold RSPT as of Q4 2020.

Benjamin F. Edwards & Company reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2020 after selling out during the quarter.
Benjamin F. Edwards & Company sold 1,020 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2020, an estimated $21K.
Benjamin F. Edwards & Company first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2016 and held it in 16 quarters.
Benjamin F. Edwards & Company's Invesco S&P 500 Equal Weight Technology ETF position peaked at $61K in Q4 2019.
254 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2020, filed 16 Feb 2021.