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

Visionary 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
2021 Q1	–	Sell	-111,320	Closed	-$2.82M	–	326
2020 Q4	$2.82M	Sell	111,320 -35,690	-24%	-$828K	0.32%	79
2020 Q3	$3.1M	Buy	147,010 +120	+0.1%	+$2.5K	0.44%	61
2020 Q2	$2.92M	Sell	146,890 -21,660	-13%	-$401K	0.45%	60
2020 Q1	$2.69M	Buy	168,550 +9,350	+6%	+$177K	0.51%	63
2019 Q4	$3.15M	Buy	+159,200	New	+$2.99M	0.56%	51

Other funds holding RSPT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Visionary Wealth Advisors's RSPT Position: Q1 2021 in Review

Visionary Wealth Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2021, closing a stake of 111,320 shares — an estimated $2.82M sold.

Visionary Wealth Advisors first reported a position in RSPT in Q4 2019 and held it in 5 quarters. The position peaked at $3.15M in Q4 2019. 247 funds tracked by Wall St. Rank hold RSPT as of Q1 2021.

Visionary Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2021 after selling out during the quarter.
Visionary Wealth Advisors sold 111,320 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2021, an estimated $2.82M.
Visionary Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2019 and held it in 5 quarters.
Visionary Wealth Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $3.15M in Q4 2019.
247 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2021.

Based on Visionary Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.