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

Oxford 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
2022 Q1	–	Sell	-40,210	Closed	-$1.3M	–	280
2021 Q4	$1.3M	Hold	40,210	–	–	0.15%	65
2021 Q3	$1.16M	Hold	40,210	–	–	0.15%	63
2021 Q2	$1.17M	Hold	40,210	–	–	0.16%	66
2021 Q1	$1.08M	Hold	40,210	–	–	0.15%	62
2020 Q4	$1.02M	Hold	40,210	–	–	0.15%	62
2020 Q3	$847K	Hold	40,210	–	–	0.14%	68
2020 Q2	$801K	Hold	40,210	–	–	0.14%	67
2020 Q1	$641K	Hold	40,210	–	–	0.13%	73
2019 Q4	$796K	Hold	40,210	–	–	0.22%	39
2019 Q3	$719K	Hold	40,210	–	–	0.23%	36
2019 Q2	$713K	Buy	40,210 +7,960	+25%	+$138K	0.23%	34
2019 Q1	$549K	Buy	32,250 +7,770	+32%	+$124K	0.2%	36
2018 Q4	$345K	Buy	24,480 +9,270	+61%	+$140K	0.11%	36
2018 Q3	$256K	Buy	+15,210	New	+$252K	0.12%	32

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Oxford Financial Group's RSPT Position: Q1 2022 in Review

Oxford Financial Group sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2022, closing a stake of 40,210 shares — an estimated $1.3M sold.

Oxford Financial Group first reported a position in RSPT in Q3 2018 and held it in 14 quarters. The position peaked at $1.3M in Q4 2021. 275 funds tracked by Wall St. Rank hold RSPT as of Q1 2022.

Oxford Financial Group reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2022 after selling out during the quarter.
Oxford Financial Group sold 40,210 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2022, an estimated $1.3M.
Oxford Financial Group first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2018 and held it in 14 quarters.
Oxford Financial Group's Invesco S&P 500 Equal Weight Technology ETF position peaked at $1.3M in Q4 2021.
275 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2022.

Based on Oxford Financial Group's 13F filing for Q1 2022, filed 13 May 2022.