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

Sowell Financial Services’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
2021 Q2	–	Sell	-15,010	Closed	-$411K	–	2273
2021 Q1	$411K	Sell	15,010 -20,840	-58%	-$546K	0.01%	722
2020 Q4	$909K	Buy	35,850 +12,360	+53%	+$287K	0.04%	349
2020 Q3	$495K	Buy	23,490 +22,140	+1,640%	+$461K	0.02%	471
2020 Q2	$27K	Buy	1,350 +80	+6%	+$1.48K	﹤0.01%	1368
2020 Q1	$20K	Buy	1,270 +30	+2%	+$568	﹤0.01%	1399
2019 Q4	$25K	Buy	1,240 +30	+2%	+$563	﹤0.01%	1358
2019 Q3	$22K	Buy	+1,210	New	+$21.7K	﹤0.01%	1251
2017 Q1	–	Sell	-9,720	Closed	-$114K	–	512
2016 Q4	$114K	Buy	+9,720	New	+$104K	0.04%	255

Other funds holding RSPT

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

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

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

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

RJA

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

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

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

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

BFG

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

Sowell Financial Services's RSPT Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2021, closing a stake of 15,010 shares — an estimated $411K sold.

Sowell Financial Services first reported a position in RSPT in Q4 2016 and held it in 8 quarters. The position peaked at $909K in Q4 2020. 256 funds tracked by Wall St. Rank hold RSPT as of Q2 2021.

Sowell Financial Services reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 15,010 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2021, an estimated $411K.
Sowell Financial Services first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2016 and held it in 8 quarters.
Sowell Financial Services's Invesco S&P 500 Equal Weight Technology ETF position peaked at $909K in Q4 2020.
256 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.