Sullivan, Bruyette, Speros & Blaney’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 Q1	$186K	Hold	6,880	–	–	0.01%	318
2020 Q4	$174K	Hold	6,880	–	–	0.01%	305
2020 Q3	$145K	Hold	6,880	–	–	0.01%	290
2020 Q2	$137K	Hold	6,880	–	–	0.01%	278
2020 Q1	$110K	Hold	6,880	–	–	0.01%	286
2019 Q4	$136K	Hold	6,880	–	–	0.01%	301
2019 Q3	$123K	Buy	+6,880	New	+$123K	0.01%	302

Other funds holding RSPT

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

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

AIM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFG

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

Sullivan, Bruyette, Speros & Blaney's RSPT Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q1 2021 at 6,880 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #318.

Sullivan, Bruyette, Speros & Blaney first reported a position in RSPT in Q3 2019 and has held it in 7 quarters since. 247 funds tracked by Wall St. Rank hold RSPT as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 6,880 shares of Invesco S&P 500 Equal Weight Technology ETF worth $186K as of Q1 2021.
Sullivan, Bruyette, Speros & Blaney left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q1 2021.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #318 holding.
Sullivan, Bruyette, Speros & Blaney first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2019 and has held it in 7 quarters since.
247 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.