TRUE Private Wealth Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

TRUE Private Wealth Advisors’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	-1,480	Closed	-$31K	–	759
2020 Q3	$31K	Hold	1,480	–	–	0.01%	383
2020 Q2	$29K	Buy	1,480 +10	+0.7%	+$185	0.01%	379
2020 Q1	$23K	Buy	1,470 +10	+0.7%	+$189	﹤0.01%	367
2019 Q4	$29K	Buy	+1,460	New	+$27.4K	﹤0.01%	435
2019 Q3	–	Sell	-1,460	Closed	-$25K	–	614
2019 Q2	$25K	Buy	+1,460	New	+$25.3K	﹤0.01%	432

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

TRUE Private Wealth Advisors's RSPT Position: Q4 2020 in Review

TRUE Private Wealth Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2020, closing a stake of 1,480 shares — an estimated $31K sold.

TRUE Private Wealth Advisors first reported a position in RSPT in Q2 2019 and held it in 5 quarters. The position peaked at $31K in Q3 2020. 254 funds tracked by Wall St. Rank hold RSPT as of Q4 2020.

TRUE Private Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,480 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2020, an estimated $31K.
TRUE Private Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2019 and held it in 5 quarters.
TRUE Private Wealth Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $31K 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 TRUE Private Wealth Advisors's 13F filing for Q4 2020, filed 11 Jan 2021.