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

BerganKDV 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
2020
Q2 		– Sell
-2,550
Closed -$41K – 1072
2020
Q1 		$41K Buy
+2,550
New +$48.2K 0.01% 346

Other funds holding RSPT

Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BerganKDV Wealth Management's RSPT Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2020, closing a stake of 2,550 shares — an estimated $41K sold.

BerganKDV Wealth Management first reported a position in RSPT in Q1 2020 and held it in 1 quarter. The position peaked at $41K in Q1 2020. 208 funds tracked by Wall St. Rank hold RSPT as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 2,550 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2020, an estimated $41K.
  • BerganKDV Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $41K in Q1 2020.
  • 208 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.