Mid Atlantic Financial Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$274K	Buy	9,490 +10	+0.1%	+$297	0.02%	698
2021 Q2	$275K	Buy	9,480 +10	+0.1%	+$279	0.02%	702
2021 Q1	$256K	Buy	9,470 +20	+0.2%	+$524	0.02%	693
2020 Q4	$240K	Buy	9,450 +30	+0.3%	+$696	0.02%	660
2020 Q3	$217K	Buy	+9,420	New	+$196K	0.02%	629
2020 Q2	–	Sell	-12,920	Closed	-$206K	–	771
2020 Q1	$206K	Sell	12,920 -17,550	-58%	-$332K	0.02%	558
2019 Q4	$603K	Buy	30,470 +570	+2%	+$10.7K	0.06%	336
2019 Q3	$535K	Sell	29,900 -3,760	-11%	-$67.4K	0.06%	334
2019 Q2	$597K	Buy	33,660 +2,280	+7%	+$39.5K	0.06%	327
2019 Q1	$534K	Buy	31,380 +9,000	+40%	+$143K	0.06%	344
2018 Q4	$315K	Buy	+22,380	New	+$339K	0.04%	460

Other funds holding RSPT

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

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

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

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

RJA

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

AIM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Mid Atlantic Financial Management's RSPT Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.11% in Q3 2021, buying an estimated $297 and bringing the position to 9,490 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #698.

Mid Atlantic Financial Management first reported a position in RSPT in Q4 2018 and has held it in 11 quarters since. The position peaked at $603K in Q4 2019. 272 funds tracked by Wall St. Rank hold RSPT as of Q3 2021.

Mid Atlantic Financial Management held 9,490 shares of Invesco S&P 500 Equal Weight Technology ETF worth $274K as of Q3 2021.
Mid Atlantic Financial Management bought 10 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2021, an estimated $297.
Invesco S&P 500 Equal Weight Technology ETF made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #698 holding.
Mid Atlantic Financial Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2018 and has held it in 11 quarters since.
Mid Atlantic Financial Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $603K in Q4 2019.
272 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.