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

LifePlan Financial Group’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 Q3	–	Sell	-3,580	Closed	-$71K	–	597
2020 Q2	$71K	Sell	3,580 -1,330	-27%	-$24.6K	0.03%	213
2020 Q1	$78K	Hold	4,910	–	–	0.04%	187
2019 Q4	$97K	Hold	4,910	–	–	0.04%	191
2019 Q3	$88K	Hold	4,910	–	–	0.04%	194
2019 Q2	$87K	Hold	4,910	–	–	0.04%	197
2019 Q1	$84K	Sell	4,910 -2,370	-33%	-$37.8K	0.04%	200
2018 Q4	$103K	Sell	7,280 -3,640	-33%	-$55.1K	0.06%	173
2018 Q3	$184K	Hold	10,920	–	–	0.1%	130
2018 Q2	$173K	Buy	10,920 +610	+6%	+$9.6K	0.1%	132
2018 Q1	$156K	Buy	+10,310	New	+$158K	0.09%	132
2017 Q1	–	Sell	-29,120	Closed	-$316K	–	120
2016 Q4	$316K	Sell	29,120 -5,230	-15%	-$55.7K	0.22%	88
2016 Q3	$362K	Buy	34,350 +4,120	+14%	+$41.7K	0.25%	74
2016 Q2	$284K	Sell	30,230 -2,460	-8%	-$22.8K	0.2%	84
2016 Q1	$307K	Sell	32,690 -5,310	-14%	-$46.2K	0.22%	71
2015 Q4	$351K	Buy	+38,000	New	+$352K	0.25%	64

Other funds holding RSPT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJA

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

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

LifePlan Financial Group's RSPT Position: Q3 2020 in Review

LifePlan Financial Group sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2020, closing a stake of 3,580 shares — an estimated $71K sold.

LifePlan Financial Group first reported a position in RSPT in Q4 2015 and held it in 15 quarters. The position peaked at $362K in Q3 2016. 226 funds tracked by Wall St. Rank hold RSPT as of Q3 2020.

LifePlan Financial Group reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2020 after selling out during the quarter.
LifePlan Financial Group sold 3,580 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2020, an estimated $71K.
LifePlan Financial Group first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2015 and held it in 15 quarters.
LifePlan Financial Group's Invesco S&P 500 Equal Weight Technology ETF position peaked at $362K in Q3 2016.
226 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.