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

River Wealth Advisors’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
2019
Q1 		– Sell
-4,060
Closed -$57K – 408
2018
Q4 		$57K Buy
4,060
+20
+0.5% +$303 0.03% 229
2018
Q3 		$68K Buy
4,040
+10
+0.2% +$166 0.03% 244
2018
Q2 		$64K Buy
+4,030
New +$63.4K 0.02% 250

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

River Wealth Advisors's RSPT Position: Q1 2019 in Review

River Wealth Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2019, closing a stake of 4,060 shares — an estimated $57K sold.

River Wealth Advisors first reported a position in RSPT in Q2 2018 and held it in 3 quarters. The position peaked at $68K in Q3 2018. 182 funds tracked by Wall St. Rank hold RSPT as of Q1 2019.

  • River Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 4,060 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2019, an estimated $57K.
  • River Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $68K in Q3 2018.
  • 182 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.