Wealthspire Advisors (Maryland)’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-220	Closed	-$4K	–	1690
2019 Q1	$4K	Hold	220	–	–	﹤0.01%	1925
2018 Q4	$3K	Hold	220	–	–	﹤0.01%	1976
2018 Q3	$4K	Sell	220 -1,000	-82%	-$16.6K	﹤0.01%	1926
2018 Q2	$19K	Buy	1,220 +1,000	+455%	+$15.7K	﹤0.01%	1332
2018 Q1	$3K	Hold	220	–	–	﹤0.01%	2055
2017 Q4	$3K	Hold	220	–	–	﹤0.01%	2015
2017 Q3	$3K	Hold	220	–	–	﹤0.01%	1918
2017 Q2	$3K	Hold	220	–	–	﹤0.01%	1910
2017 Q1	$3K	Hold	220	–	–	﹤0.01%	1634
2016 Q4	$2K	Sell	220 -60	-21%	-$639	﹤0.01%	1569
2016 Q3	$3K	Hold	280	–	–	﹤0.01%	1491
2016 Q2	$3K	Buy	280 +60	+27%	+$557	﹤0.01%	1449
2016 Q1	$2K	Hold	220	–	–	﹤0.01%	1549
2015 Q4	$2K	Buy	+220	New	+$2.04K	﹤0.01%	1535

Other funds holding RSPT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RSPT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2019, closing a stake of 220 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in RSPT in Q4 2015 and held it in 14 quarters. The position peaked at $19K in Q2 2018. 192 funds tracked by Wall St. Rank hold RSPT as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 220 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2019, an estimated $4K.
Wealthspire Advisors (Maryland) first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Invesco S&P 500 Equal Weight Technology ETF position peaked at $19K in Q2 2018.
192 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.