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

Fulcrum Equity 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
2021 Q1	–	Sell	-123,470	Closed	-$3.13M	–	204
2020 Q4	$3.13M	Sell	123,470 -1,420	-1%	-$33K	1.25%	22
2020 Q3	$2.63M	Buy	+124,890	New	+$2.6M	1.22%	20
2019 Q4	–	Sell	-710	Closed	-$13K	–	198
2019 Q3	$13K	Buy	+710	New	+$12.7K	0.01%	132

Other funds holding RSPT

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

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

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

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

RJA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFG

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

Fulcrum Equity Management's RSPT Position: Q1 2021 in Review

Fulcrum Equity Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2021, closing a stake of 123,470 shares — an estimated $3.13M sold.

Fulcrum Equity Management first reported a position in RSPT in Q3 2019 and held it in 3 quarters. The position peaked at $3.13M in Q4 2020. 247 funds tracked by Wall St. Rank hold RSPT as of Q1 2021.

Fulcrum Equity Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2021 after selling out during the quarter.
Fulcrum Equity Management sold 123,470 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2021, an estimated $3.13M.
Fulcrum Equity Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2019 and held it in 3 quarters.
Fulcrum Equity Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $3.13M 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 Fulcrum Equity Management's 13F filing for Q1 2021, filed 5 Apr 2021.