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

Sound Financial Strategies 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
2020
Q1 		– Sell
-108,130
Closed -$2.14M – 69
2019
Q4 		$2.14M Buy
+108,130
New +$2.03M 1.36% 18

Other funds holding RSPT

Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
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

Sound Financial Strategies Group's RSPT Position: Q1 2020 in Review

Sound Financial Strategies Group sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2020, closing a stake of 108,130 shares — an estimated $2.14M sold.

Sound Financial Strategies Group first reported a position in RSPT in Q4 2019 and held it in 1 quarter. The position peaked at $2.14M in Q4 2019. 210 funds tracked by Wall St. Rank hold RSPT as of Q1 2020.

  • Sound Financial Strategies Group reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2020 after selling out during the quarter.
  • Sound Financial Strategies Group sold 108,130 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2020, an estimated $2.14M.
  • Sound Financial Strategies Group first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2019 and held it in 1 quarter.
  • Sound Financial Strategies Group's Invesco S&P 500 Equal Weight Technology ETF position peaked at $2.14M in Q4 2019.
  • 210 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2020.

Based on Sound Financial Strategies Group's 13F filing for Q1 2020, filed 8 May 2020.