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

WESPAC Advisors SoCal’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	-550	Closed	-$9K	–	252
2019 Q1	$9K	Buy	+550	New	+$8.76K	0.01%	241
2018 Q4	–	Hold	0	–	–	–	311
2018 Q3	–	Hold	0	–	–	–	277
2018 Q2	–	Sell	-2,200	Closed	-$33K	–	218
2018 Q1	$33K	Buy	2,200 +2,000	+1,000%	+$30.7K	0.02%	128
2017 Q4	$2K	Hold	200	–	–	﹤0.01%	231
2017 Q3	$2K	Hold	200	–	–	﹤0.01%	246
2017 Q2	$2K	Hold	200	–	–	﹤0.01%	226
2017 Q1	$2.42K	Hold	200	–	–	﹤0.01%	226
2016 Q4	$2.17K	Hold	200	–	–	﹤0.01%	232
2016 Q3	$2.11K	Hold	200	–	–	﹤0.01%	253
2016 Q2	$1.88K	Sell	200 -650	-76%	-$6.03K	﹤0.01%	255
2016 Q1	$7.97K	Buy	850 +300	+55%	+$2.61K	0.01%	218
2015 Q4	$5K	Buy	+550	New	+$5.09K	﹤0.01%	217

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

WESPAC Advisors SoCal's RSPT Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2019, closing a stake of 550 shares — an estimated $9K sold.

WESPAC Advisors SoCal first reported a position in RSPT in Q4 2015 and held it in 11 quarters. The position peaked at $33K in Q1 2018. 192 funds tracked by Wall St. Rank hold RSPT as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 550 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2019, an estimated $9K.
WESPAC Advisors SoCal first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2015 and held it in 11 quarters.
WESPAC Advisors SoCal's Invesco S&P 500 Equal Weight Technology ETF position peaked at $33K in Q1 2018.
192 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.