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

Harvest Group 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
Q4 		– Sell
-20
Closed – – 1029
2019
Q3 		$0 Hold
20
– – ﹤0.01% 1113
2019
Q2 		$0 Hold
20
– – ﹤0.01% 978
2019
Q1 		$0 Buy
+20
New +$319 ﹤0.01% 928

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Harvest Group Wealth Management's RSPT Position: Q4 2019 in Review

Harvest Group Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2019, closing a stake of 20 shares.

Harvest Group Wealth Management first reported a position in RSPT in Q1 2019 and held it in 3 quarters. The position peaked at $0 in Q3 2019. 224 funds tracked by Wall St. Rank hold RSPT as of Q4 2019.

  • Harvest Group Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 20 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2019.
  • Harvest Group Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $0 in Q3 2019.
  • 224 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2019.

Based on Harvest Group Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.