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

Lenox Wealth 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 Q4	–	Sell	-3,000	Closed	-$63K	–	658
2020 Q3	$63K	Hold	3,000	–	–	0.01%	142
2020 Q2	$60K	Hold	3,000	–	–	0.01%	140
2020 Q1	$48K	Hold	3,000	–	–	0.01%	142
2019 Q4	$59K	Hold	3,000	–	–	0.01%	162
2019 Q3	$54K	Hold	3,000	–	–	0.01%	153
2019 Q2	$53K	Hold	3,000	–	–	0.01%	142
2019 Q1	$51K	Buy	+3,000	New	+$47.8K	0.01%	128

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

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

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

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

Lenox Wealth Advisors's RSPT Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2020, closing a stake of 3,000 shares — an estimated $63K sold.

Lenox Wealth Advisors first reported a position in RSPT in Q1 2019 and held it in 7 quarters. The position peaked at $63K in Q3 2020. 254 funds tracked by Wall St. Rank hold RSPT as of Q4 2020.

Lenox Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 3,000 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2020, an estimated $63K.
Lenox Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2019 and held it in 7 quarters.
Lenox Wealth Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $63K in Q3 2020.
254 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.