WealthSource Partners’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

WealthSource Partners’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	-12,950	Closed	-$349K	–	491
2021 Q1	$349K	Buy	+12,950	New	+$339K	0.03%	313
2019 Q4	–	Sell	-62,050	Closed	-$1.11M	–	445
2019 Q3	$1.11M	Sell	62,050 -100,390	-62%	-$1.8M	0.17%	129
2019 Q2	$2.88M	Buy	+162,440	New	+$2.82M	0.45%	60

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

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 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

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

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

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

BFG

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

WealthSource Partners's RSPT Position: Q2 2021 in Review

WealthSource Partners sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2021, closing a stake of 12,950 shares — an estimated $349K sold.

WealthSource Partners first reported a position in RSPT in Q2 2019 and held it in 3 quarters. The position peaked at $2.88M in Q2 2019. 256 funds tracked by Wall St. Rank hold RSPT as of Q2 2021.

WealthSource Partners reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2021 after selling out during the quarter.
WealthSource Partners sold 12,950 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2021, an estimated $349K.
WealthSource Partners first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2019 and held it in 3 quarters.
WealthSource Partners's Invesco S&P 500 Equal Weight Technology ETF position peaked at $2.88M in Q2 2019.
256 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2021.

Based on WealthSource Partners's 13F filing for Q2 2021, filed 18 Nov 2021.