McAdam LLC’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

McAdam LLC’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 Q4	–	Sell	-1,280	Closed	-$21K	–	488
2018 Q3	$21K	Buy	1,280 +60	+5%	+$993	0.01%	249
2018 Q2	$19K	Hold	1,220	–	–	0.01%	249
2018 Q1	$18K	Buy	+1,220	New	+$18.7K	0.01%	258

Other funds holding RSPT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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

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

BFG

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

McAdam LLC's RSPT Position: Q4 2018 in Review

McAdam LLC sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2018, closing a stake of 1,280 shares — an estimated $21K sold.

McAdam LLC first reported a position in RSPT in Q1 2018 and held it in 3 quarters. The position peaked at $21K in Q3 2018. 163 funds tracked by Wall St. Rank hold RSPT as of Q4 2018.

McAdam LLC reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 1,280 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2018, an estimated $21K.
McAdam LLC first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2018 and held it in 3 quarters.
McAdam LLC's Invesco S&P 500 Equal Weight Technology ETF position peaked at $21K in Q3 2018.
163 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.