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Financial Services Advisory’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Financial Services Advisory’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
2018
Q1 		– Sell
-34,850
Closed -$498K – 29
2017
Q4 		$498K Buy
+34,850
New +$495K 0.37% 26

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Financial Services Advisory's RSPT Position: Q1 2018 in Review

Financial Services Advisory sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2018, closing a stake of 34,850 shares — an estimated $498K sold.

Financial Services Advisory first reported a position in RSPT in Q4 2017 and held it in 1 quarter. The position peaked at $498K in Q4 2017. 134 funds tracked by Wall St. Rank hold RSPT as of Q1 2018.

  • Financial Services Advisory reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Services Advisory sold 34,850 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2018, an estimated $498K.
  • Financial Services Advisory first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2017 and held it in 1 quarter.
  • Financial Services Advisory's Invesco S&P 500 Equal Weight Technology ETF position peaked at $498K in Q4 2017.
  • 134 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2018.

Based on Financial Services Advisory's 13F filing for Q1 2018, filed 14 May 2018.