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

Institute for 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
2020
Q1 		– Sell
-1,710
Closed -$34K – 618
2019
Q4 		$34K Buy
+1,710
New +$32.1K 0.01% 535

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
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Institute for Wealth Management's RSPT Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2020, closing a stake of 1,710 shares — an estimated $34K sold.

Institute for Wealth Management first reported a position in RSPT in Q4 2019 and held it in 1 quarter. The position peaked at $34K in Q4 2019. 210 funds tracked by Wall St. Rank hold RSPT as of Q1 2020.

  • Institute for Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 1,710 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2020, an estimated $34K.
  • Institute for Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $34K in Q4 2019.
  • 210 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.