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

Valeo Financial 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
2021 Q2	–	Sell	-1,160	Closed	-$31K	–	1549
2021 Q1	$31K	Buy	1,160 +960	+480%	+$25.1K	﹤0.01%	1027
2020 Q4	$5K	Hold	200	–	–	﹤0.01%	1375
2020 Q3	$4K	Hold	200	–	–	﹤0.01%	1312
2020 Q2	$4K	Hold	200	–	–	﹤0.01%	1618
2020 Q1	$3K	Hold	200	–	–	﹤0.01%	1445
2019 Q4	$4K	Hold	200	–	–	﹤0.01%	1353
2019 Q3	$4K	Hold	200	–	–	﹤0.01%	1266
2019 Q2	$4K	Hold	200	–	–	﹤0.01%	1286
2019 Q1	$3K	Hold	200	–	–	﹤0.01%	1300
2018 Q4	$3K	Hold	200	–	–	﹤0.01%	1218
2018 Q3	$3K	Hold	200	–	–	﹤0.01%	1375
2018 Q2	$3K	Hold	200	–	–	﹤0.01%	1275
2018 Q1	$3K	Hold	200	–	–	﹤0.01%	1270
2017 Q4	$3K	Hold	200	–	–	﹤0.01%	1128
2017 Q3	$3K	Buy	+200	New	+$2.61K	﹤0.01%	970

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 22.9% 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

Valeo Financial Advisors's RSPT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2021, closing a stake of 1,160 shares — an estimated $31K sold.

Valeo Financial Advisors first reported a position in RSPT in Q3 2017 and held it in 15 quarters. The position peaked at $31K in Q1 2021. 256 funds tracked by Wall St. Rank hold RSPT as of Q2 2021.

Valeo Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,160 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2021, an estimated $31K.
Valeo Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $31K in Q1 2021.
256 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.