GSWM
RSPT icon

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

Golden State 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
-350
Closed -$6K – 1129
2019
Q2 		$6K Hold
350
– – ﹤0.01% 845
2019
Q1 		$6K Buy
+350
New +$5.58K ﹤0.01% 875

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Golden State Wealth Management's RSPT Position: Q3 2019 in Review

Golden State Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2019, closing a stake of 350 shares — an estimated $6K sold.

Golden State Wealth Management first reported a position in RSPT in Q1 2019 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 191 funds tracked by Wall St. Rank hold RSPT as of Q3 2019.

  • Golden State Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 350 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2019, an estimated $6K.
  • Golden State Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2019 and held it in 2 quarters.
  • Golden State 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 Golden State Wealth Management's 13F filing for Q3 2019, filed 23 Oct 2019.