Liberty Capital Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Liberty Capital 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 Q2	$204K	Buy	+10,250	New	+$190K	0.09%	113
2020 Q1	–	Sell	-10,250	Closed	-$203K	–	117
2019 Q4	$203K	Buy	+10,250	New	+$192K	0.08%	120
2019 Q2	–	Sell	-12,250	Closed	-$208K	–	123
2019 Q1	$208K	Buy	+12,250	New	+$195K	0.1%	108
2018 Q4	–	Sell	-13,700	Closed	-$231K	–	104
2018 Q3	$231K	Sell	13,700 -11,750	-46%	-$195K	0.12%	98
2018 Q2	$403K	Buy	+25,450	New	+$401K	0.24%	80
2018 Q1	–	Sell	-25,450	Closed	-$386K	–	216
2017 Q4	$386K	Hold	25,450	–	–	0.2%	87
2017 Q3	$357K	Hold	25,450	–	–	0.2%	95
2017 Q2	$324K	Hold	25,450	–	–	0.2%	91
2017 Q1	$307K	Hold	25,450	–	–	0.18%	97
2016 Q4	$285K	Hold	25,450	–	–	0.18%	93
2016 Q3	$267K	Hold	25,450	–	–	0.17%	96
2016 Q2	$239K	Hold	25,450	–	–	0.16%	101
2016 Q1	$239K	Hold	25,450	–	–	0.18%	91
2015 Q4	$235K	Hold	25,450	–	–	0.18%	87
2015 Q3	$217K	Hold	25,450	–	–	0.17%	90
2015 Q2	$230K	Hold	25,450	–	–	0.15%	98
2015 Q1	$234K	Hold	25,450	–	–	0.16%	97
2014 Q4	$231K	Hold	25,450	–	–	0.16%	94
2014 Q3	$216K	Hold	25,450	–	–	0.16%	96
2014 Q2	$213K	Sell	25,450 -2,250	-8%	-$18.1K	0.15%	97
2014 Q1	$222K	Hold	27,700	–	–	0.16%	95
2013 Q4	$213K	Buy	+27,700	New	+$201K	0.15%	95

Other funds holding RSPT

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Liberty Capital Management's RSPT Position: Q2 2020 in Review

Liberty Capital Management opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2020: 10,250 shares worth $204K. The stake represents 0.09% of the portfolio and ranks #113 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in RSPT as recently as Q4 2019.

Liberty Capital Management first reported a position in RSPT in Q4 2013 and has held it in 22 quarters since. The position peaked at $403K in Q2 2018. 208 funds tracked by Wall St. Rank hold RSPT as of Q2 2020.

Liberty Capital Management held 10,250 shares of Invesco S&P 500 Equal Weight Technology ETF worth $204K as of Q2 2020.
Invesco S&P 500 Equal Weight Technology ETF was a new Liberty Capital Management position in Q2 2020.
Invesco S&P 500 Equal Weight Technology ETF made up 0.09% of Liberty Capital Management's portfolio in Q2 2020, its #113 holding.
Liberty Capital Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2013 and has held it in 22 quarters since.
Liberty Capital Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $403K in Q2 2018.
208 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2020.

Based on Liberty Capital Management's 13F filing for Q2 2020, filed 22 Jul 2020.