tru Independence’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

tru Independence’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 Q4	–	Sell	-23,320	Closed	-$491K	–	813
2020 Q3	$491K	Buy	+23,320	New	+$485K	0.14%	117
2020 Q1	–	Sell	-18,150	Closed	-$290K	–	870
2019 Q4	$290K	Buy	+18,150	New	+$341K	0.04%	215

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

AIM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

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

Morgan Stanley New York $1.89T AUM 35.08% 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

tru Independence's RSPT Position: Q4 2020 in Review

tru Independence sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2020, closing a stake of 23,320 shares — an estimated $491K sold.

tru Independence first reported a position in RSPT in Q4 2019 and held it in 2 quarters. The position peaked at $491K in Q3 2020. 254 funds tracked by Wall St. Rank hold RSPT as of Q4 2020.

tru Independence reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2020 after selling out during the quarter.
tru Independence sold 23,320 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2020, an estimated $491K.
tru Independence first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2019 and held it in 2 quarters.
tru Independence's Invesco S&P 500 Equal Weight Technology ETF position peaked at $491K in Q3 2020.
254 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2020.

Based on tru Independence's 13F filing for Q4 2020, filed 9 Mar 2021.