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

Burt 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
2021 Q1	–	Sell	-530	Closed	-$13K	–	297
2020 Q4	$13K	Hold	530	–	–	﹤0.01%	276
2020 Q3	$11K	Buy	+530	New	+$11K	﹤0.01%	280

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Burt Wealth Advisors's RSPT Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2021, closing a stake of 530 shares — an estimated $13K sold.

Burt Wealth Advisors first reported a position in RSPT in Q3 2020 and held it in 2 quarters. The position peaked at $13K in Q4 2020. 247 funds tracked by Wall St. Rank hold RSPT as of Q1 2021.

Burt Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 530 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2021, an estimated $13K.
Burt Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2020 and held it in 2 quarters.
Burt Wealth Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $13K in Q4 2020.
247 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.