Summit X LLC’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Summit X LLC’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	-18,610	Closed	-$379K	–	248
2019 Q4	$379K	Sell	18,610 -90	-0.5%	-$1.69K	0.14%	171
2019 Q3	$345K	Sell	18,700 -1,370	-7%	-$24.6K	0.14%	173
2019 Q2	$360K	Buy	20,070 +810	+4%	+$14K	0.15%	167
2019 Q1	$342K	Buy	+19,260	New	+$307K	0.15%	176

Other funds holding RSPT

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

RJA

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFG

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Summit X LLC's RSPT Position: Q1 2020 in Review

Summit X LLC sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2020, closing a stake of 18,610 shares — an estimated $379K sold.

Summit X LLC first reported a position in RSPT in Q1 2019 and held it in 4 quarters. The position peaked at $379K in Q4 2019. 209 funds tracked by Wall St. Rank hold RSPT as of Q1 2020.

Summit X LLC reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2020 after selling out during the quarter.
Summit X LLC sold 18,610 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2020, an estimated $379K.
Summit X LLC first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2019 and held it in 4 quarters.
Summit X LLC's Invesco S&P 500 Equal Weight Technology ETF position peaked at $379K in Q4 2019.
209 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2020.

Based on Summit X LLC's 13F filing for Q1 2020, filed 13 May 2020.