RBA Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

RBA Wealth 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
2020 Q1	–	Sell	-55,440	Closed	-$1.1M	–	106
2019 Q4	$1.1M	Sell	55,440 -5,480	-9%	-$103K	0.75%	46
2019 Q3	$1.09M	Buy	60,920 +1,940	+3%	+$34.8K	0.83%	45
2019 Q2	$1.05M	Sell	58,980 -6,500	-10%	-$113K	0.81%	45
2019 Q1	$1.16M	Buy	+65,480	New	+$1.04M	0.9%	45

Other funds holding RSPT

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

RJA

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

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

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

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

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

BFG

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

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

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

RBA Wealth Management's RSPT Position: Q1 2020 in Review

RBA Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2020, closing a stake of 55,440 shares — an estimated $1.1M sold.

RBA Wealth Management first reported a position in RSPT in Q1 2019 and held it in 4 quarters. The position peaked at $1.16M in Q1 2019. 210 funds tracked by Wall St. Rank hold RSPT as of Q1 2020.

RBA Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2020 after selling out during the quarter.
RBA Wealth Management sold 55,440 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2020, an estimated $1.1M.
RBA Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2019 and held it in 4 quarters.
RBA Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $1.16M in Q1 2019.
210 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2020.

Based on RBA Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.