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

IHT 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
2021 Q1	–	Sell	-10,370	Closed	-$263K	–	865
2020 Q4	$263K	Sell	10,370 -200	-2%	-$4.64K	0.02%	602
2020 Q3	$223K	Sell	10,570 -8,790	-45%	-$183K	0.02%	578
2020 Q2	$386K	Buy	19,360 +5,270	+37%	+$97.7K	0.05%	346
2020 Q1	$225K	Sell	14,090 -1,770	-11%	-$33.5K	0.03%	461
2019 Q4	$314K	Buy	15,860 +2,020	+15%	+$37.9K	0.04%	436
2019 Q3	$247K	Buy	+13,840	New	+$248K	0.03%	478

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 22.96% 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

IHT Wealth Management's RSPT Position: Q1 2021 in Review

IHT Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2021, closing a stake of 10,370 shares — an estimated $263K sold.

IHT Wealth Management first reported a position in RSPT in Q3 2019 and held it in 6 quarters. The position peaked at $386K in Q2 2020. 247 funds tracked by Wall St. Rank hold RSPT as of Q1 2021.

IHT Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2021 after selling out during the quarter.
IHT Wealth Management sold 10,370 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2021, an estimated $263K.
IHT Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2019 and held it in 6 quarters.
IHT Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $386K in Q2 2020.
247 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2021.

Based on IHT Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.