Pinnacle Advisory Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Pinnacle Advisory Group’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$302K	Buy	2,133 +549	+35%	+$74.1K	0.01%	202
2020 Q4	$202K	Buy	+1,584	New	+$188K	0.01%	181
2015 Q2	–	Sell	-9,114	Closed	-$736K	–	134
2015 Q1	$736K	Hold	9,114	–	–	0.07%	61
2014 Q4	$397K	Hold	9,114	–	–	0.04%	92
2014 Q3	$397K	Hold	9,114	–	–	0.05%	76
2014 Q2	$397K	Sell	9,114 -1	-0%	-$74	0.05%	80
2014 Q1	$398K	Buy	9,115 +1	+0%	+$71	0.04%	69
2013 Q4	$397K	Hold	9,114	–	–	0.05%	59
2013 Q3	$397K	Buy	+9,114	New	+$588K	0.05%	65

Other funds holding RSP

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pinnacle Advisory Group's RSP Position: Q1 2021 in Review

Pinnacle Advisory Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 35% in Q1 2021, buying an estimated $74.1K and bringing the position to 2,133 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #202.

Pinnacle Advisory Group first reported a position in RSP in Q3 2013 and has held it in 9 quarters since. The position peaked at $736K in Q1 2015. 932 funds tracked by Wall St. Rank hold RSP as of Q1 2021.

Pinnacle Advisory Group held 2,133 shares of Invesco S&P 500 Equal Weight ETF worth $302K as of Q1 2021.
Pinnacle Advisory Group bought 549 Invesco S&P 500 Equal Weight ETF shares in Q1 2021, an estimated $74.1K.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Pinnacle Advisory Group's portfolio in Q1 2021, its #202 holding.
Pinnacle Advisory Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2013 and has held it in 9 quarters since.
Pinnacle Advisory Group's Invesco S&P 500 Equal Weight ETF position peaked at $736K in Q1 2015.
932 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.