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Kabarec Financial Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Kabarec Financial Advisors’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
2018
Q2 		– Sell
-760
Closed -$12K – 98
2018
Q1 		$12K Sell
760
-235,020
-100% -$3.6M 0.01% 71
2017
Q4 		$3.37M Buy
+235,780
New +$3.35M 2.07% 21

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
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
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Kabarec Financial Advisors's RSPT Position: Q2 2018 in Review

Kabarec Financial Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2018, closing a stake of 760 shares — an estimated $12K sold.

Kabarec Financial Advisors first reported a position in RSPT in Q4 2017 and held it in 2 quarters. The position peaked at $3.37M in Q4 2017. 154 funds tracked by Wall St. Rank hold RSPT as of Q2 2018.

  • Kabarec Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2018 after selling out during the quarter.
  • Kabarec Financial Advisors sold 760 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2018, an estimated $12K.
  • Kabarec Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2017 and held it in 2 quarters.
  • Kabarec Financial Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $3.37M in Q4 2017.
  • 154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.