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

Landmark 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
2020 Q2	–	Sell	-14,820	Closed	-$260K	–	64
2020 Q1	$260K	Sell	14,820 -1,800	-11%	-$34K	0.18%	54
2019 Q4	$347K	Sell	16,620 -1,790	-10%	-$33.6K	0.2%	51
2019 Q3	$329K	Sell	18,410 -350	-2%	-$6.28K	0.2%	47
2019 Q2	$332K	Sell	18,760 -16,640	-47%	-$288K	0.2%	46
2019 Q1	$647K	Sell	35,400 -1,510	-4%	-$24.1K	0.42%	28
2018 Q4	$583K	Buy	36,910 +15,050	+69%	+$228K	0.38%	34
2018 Q3	$367K	Sell	21,860 -330	-1%	-$5.46K	0.22%	44
2018 Q2	$351K	Sell	22,190 -1,130	-5%	-$17.8K	0.22%	40
2018 Q1	$353K	Buy	23,320 +1,410	+6%	+$21.6K	0.22%	41
2017 Q4	$313K	Buy	21,910 +540	+3%	+$7.67K	0.2%	45
2017 Q3	$289K	Buy	21,370 +50	+0.2%	+$652	0.2%	43
2017 Q2	$266K	Buy	21,320 +380	+2%	+$4.73K	0.19%	46
2017 Q1	$253K	Sell	20,940 -580	-3%	-$6.75K	0.19%	44
2016 Q4	$233K	Buy	+21,520	New	+$229K	0.19%	48

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Landmark Financial Advisors's RSPT Position: Q2 2020 in Review

Landmark Financial Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2020, closing a stake of 14,820 shares — an estimated $260K sold.

Landmark Financial Advisors first reported a position in RSPT in Q4 2016 and held it in 14 quarters. The position peaked at $647K in Q1 2019. 208 funds tracked by Wall St. Rank hold RSPT as of Q2 2020.

Landmark Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2020 after selling out during the quarter.
Landmark Financial Advisors sold 14,820 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2020, an estimated $260K.
Landmark Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2016 and held it in 14 quarters.
Landmark Financial Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $647K in Q1 2019.
208 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2020.

Based on Landmark Financial Advisors's 13F filing for Q2 2020, filed 17 Jul 2020.