Bouchey Financial Group’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Bouchey Financial Group’s Portfolio RSPF Stock Details RSPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-19,292	Closed	-$842K	–	82
2019 Q3	$842K	Sell	19,292 -39	-0.2%	-$1.69K	0.2%	36
2019 Q2	$838K	Buy	19,331 +1,360	+8%	+$57.9K	0.2%	37
2019 Q1	$724K	Buy	17,971 +261	+1%	+$10.5K	0.18%	39
2018 Q4	$644K	Buy	17,710 +2,743	+18%	+$110K	0.18%	40
2018 Q3	$644K	Buy	+14,967	New	+$656K	0.16%	40

Other funds holding RSPF

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

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

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

FFWA

FRG Family Wealth Advisors Bellevue, Washington $611M AUM 25.92% 1-Year Est. Return

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

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

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Bouchey Financial Group's RSPF Position: Q4 2019 in Review

Bouchey Financial Group sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2019, closing a stake of 19,292 shares — an estimated $842K sold.

Bouchey Financial Group first reported a position in RSPF in Q3 2018 and held it in 5 quarters. The position peaked at $842K in Q3 2019. 87 funds tracked by Wall St. Rank hold RSPF as of Q4 2019.

Bouchey Financial Group reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2019 after selling out during the quarter.
Bouchey Financial Group sold 19,292 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2019, an estimated $842K.
Bouchey Financial Group first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q3 2018 and held it in 5 quarters.
Bouchey Financial Group's Invesco S&P 500 Equal Weight Financials ETF position peaked at $842K in Q3 2019.
87 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2019.

Based on Bouchey Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.