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

Executive 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
2019 Q3	–	Sell	-340	Closed	-$6K	–	653
2019 Q2	$6K	Hold	340	–	–	﹤0.01%	694
2019 Q1	$6K	Hold	340	–	–	﹤0.01%	627
2018 Q4	$5K	Buy	+340	New	+$5.15K	﹤0.01%	682

Other funds holding RSPT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Executive Wealth Management's RSPT Position: Q3 2019 in Review

Executive Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2019, closing a stake of 340 shares — an estimated $6K sold.

Executive Wealth Management first reported a position in RSPT in Q4 2018 and held it in 3 quarters. The position peaked at $6K in Q2 2019. 191 funds tracked by Wall St. Rank hold RSPT as of Q3 2019.

Executive Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 340 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2019, an estimated $6K.
Executive Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $6K in Q2 2019.
191 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.