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Van Hulzen Asset Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Van Hulzen Asset Management’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
-150,810
Closed -$3.18M – 303
2020
Q3 		$3.18M Buy
+150,810
New +$3.14M 0.48% 54

Other funds holding RSPT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Van Hulzen Asset Management's RSPT Position: Q4 2020 in Review

Van Hulzen Asset Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2020, closing a stake of 150,810 shares — an estimated $3.18M sold.

Van Hulzen Asset Management first reported a position in RSPT in Q3 2020 and held it in 1 quarter. The position peaked at $3.18M in Q3 2020. 254 funds tracked by Wall St. Rank hold RSPT as of Q4 2020.

  • Van Hulzen Asset Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2020 after selling out during the quarter.
  • Van Hulzen Asset Management sold 150,810 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2020, an estimated $3.18M.
  • Van Hulzen Asset Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2020 and held it in 1 quarter.
  • Van Hulzen Asset Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $3.18M 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 Van Hulzen Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.