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

YorkBridge Wealth 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
2019 Q3	–	Sell	-1,750	Closed	-$31K	–	549
2019 Q2	$31K	Hold	1,750	–	–	0.01%	416
2019 Q1	$30K	Sell	1,750 -250	-13%	-$3.98K	0.01%	415
2018 Q4	$28K	Hold	2,000	–	–	0.01%	393
2018 Q3	$34K	Hold	2,000	–	–	0.02%	404
2018 Q2	$32K	Buy	+2,000	New	+$31.5K	0.01%	422
2018 Q1	–	Sell	-2,000	Closed	-$29K	–	874
2017 Q4	$29K	Hold	2,000	–	–	0.01%	442
2017 Q3	$27K	Hold	2,000	–	–	0.01%	457
2017 Q2	$25K	Hold	2,000	–	–	0.01%	458
2017 Q1	$25K	Buy	+2,000	New	+$23.3K	0.01%	455

Other funds holding RSPT

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 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

BFG

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

PVH

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

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

YorkBridge Wealth Partners's RSPT Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2019, closing a stake of 1,750 shares — an estimated $31K sold.

YorkBridge Wealth Partners first reported a position in RSPT in Q1 2017 and held it in 9 quarters. The position peaked at $34K in Q3 2018. 191 funds tracked by Wall St. Rank hold RSPT as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,750 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2019, an estimated $31K.
YorkBridge Wealth Partners first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2017 and held it in 9 quarters.
YorkBridge Wealth Partners's Invesco S&P 500 Equal Weight Technology ETF position peaked at $34K in Q3 2018.
191 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.