WealthBridge Capital Management’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

WealthBridge Capital Management’s Portfolio RSPD Stock Details RSPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,695	Closed	-$397K	–	132
2019 Q4	$397K	Sell	10,695 -435	-4%	-$15.6K	0.26%	81
2019 Q3	$388K	Sell	11,130 -1,725	-13%	-$59.3K	0.28%	75
2019 Q2	$385K	Buy	12,855 +750	+6%	+$26.2K	0.35%	64
2019 Q1	$424K	Sell	12,105 -750	-6%	-$25K	0.27%	69
2018 Q4	$385K	Buy	+12,855	New	+$418K	0.29%	64

Other funds holding RSPD

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

WealthBridge Capital Management's RSPD Position: Q1 2020 in Review

WealthBridge Capital Management sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q1 2020, closing a stake of 10,695 shares — an estimated $397K sold.

WealthBridge Capital Management first reported a position in RSPD in Q4 2018 and held it in 5 quarters. The position peaked at $424K in Q1 2019. 40 funds tracked by Wall St. Rank hold RSPD as of Q1 2020.

WealthBridge Capital Management reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q1 2020 after selling out during the quarter.
WealthBridge Capital Management sold 10,695 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2020, an estimated $397K.
WealthBridge Capital Management first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2018 and held it in 5 quarters.
WealthBridge Capital Management's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $424K in Q1 2019.
40 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2020.

Based on WealthBridge Capital Management's 13F filing for Q1 2020, filed 15 May 2020.