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

Legacy Financial Strategies’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 Q3	–	Sell	-48,890	Closed	-$775K	–	77
2018 Q2	$775K	Sell	48,890 -5,540	-10%	-$87.2K	0.69%	17
2018 Q1	$824K	Buy	54,430 +6,760	+14%	+$104K	0.81%	17
2017 Q4	$681K	Buy	+47,670	New	+$677K	0.72%	23

Other funds holding RSPT

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Legacy Financial Strategies's RSPT Position: Q3 2018 in Review

Legacy Financial Strategies sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2018, closing a stake of 48,890 shares — an estimated $775K sold.

Legacy Financial Strategies first reported a position in RSPT in Q4 2017 and held it in 3 quarters. The position peaked at $824K in Q1 2018. 168 funds tracked by Wall St. Rank hold RSPT as of Q3 2018.

Legacy Financial Strategies reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2018 after selling out during the quarter.
Legacy Financial Strategies sold 48,890 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2018, an estimated $775K.
Legacy Financial Strategies first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2017 and held it in 3 quarters.
Legacy Financial Strategies's Invesco S&P 500 Equal Weight Technology ETF position peaked at $824K in Q1 2018.
168 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2018.

Based on Legacy Financial Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.