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AF
Affiance Financial’s
Invesco S&P 500 Equal Weight Technology ETF
RSPT
Stock Holding History
Affiance Financial’s Portfolio
RSPT Stock Details
RSPT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-1,250
Closed
-$30.4K
–
353
2022
Q4
$30.4K
Hold
1,250
–
–
0.01%
203
2022
Q3
$28K
Hold
1,250
–
–
0.02%
103
2022
Q2
$30K
Hold
1,250
–
–
0.02%
104
2022
Q1
$36K
Hold
1,250
–
–
0.02%
115
2021
Q4
$41K
Hold
1,250
–
–
0.02%
126
2021
Q3
$36K
Hold
1,250
–
–
0.02%
132
2021
Q2
$36K
Hold
1,250
–
–
0.02%
135
2021
Q1
$34K
Hold
1,250
–
–
0.02%
131
2020
Q4
$32K
Hold
1,250
–
–
0.02%
118
2020
Q3
$26K
Hold
1,250
–
–
0.02%
121
2020
Q2
$25K
Hold
1,250
–
–
0.01%
114
2020
Q1
$20K
Hold
1,250
–
–
0.01%
109
2019
Q4
$25K
Buy
+1,250
New
+$23.5K
0.01%
122
Other funds holding RSPT
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$1.37T AUM
24.88%
1-Year Est. Return
DIP
Davis Investment Partners
Charlotte, North Carolina
$283M AUM
24.98%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
PCH
PGIM Custom Harvest
Newark, New Jersey
$6.4B AUM
18.53%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BFG
Bouchey Financial Group
Troy, New York
$1.36B AUM
13.96%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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