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

GoalVest 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
2021 Q1	–	Sell	-10	Closed	–	–	219
2020 Q4	$0	Buy	+10	New	+$232	﹤0.01%	211

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

GoalVest Advisory's RSPT Position: Q1 2021 in Review

GoalVest Advisory sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2021, closing a stake of 10 shares.

GoalVest Advisory first reported a position in RSPT in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 247 funds tracked by Wall St. Rank hold RSPT as of Q1 2021.

GoalVest Advisory reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2021 after selling out during the quarter.
GoalVest Advisory sold 10 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2021.
GoalVest Advisory first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2020 and held it in 1 quarter.
GoalVest Advisory's Invesco S&P 500 Equal Weight Technology ETF position peaked at $0 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 GoalVest Advisory's 13F filing for Q1 2021, filed 13 May 2021.