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

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

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

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

BFG

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Affiance Financial's RSPT Position: Q1 2023 in Review

Affiance Financial sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2023, closing a stake of 1,250 shares — an estimated $30.4K sold.

Affiance Financial first reported a position in RSPT in Q4 2019 and held it in 13 quarters. The position peaked at $41K in Q4 2021. 293 funds tracked by Wall St. Rank hold RSPT as of Q1 2023.

Affiance Financial reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 1,250 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2023, an estimated $30.4K.
Affiance Financial first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2019 and held it in 13 quarters.
Affiance Financial's Invesco S&P 500 Equal Weight Technology ETF position peaked at $41K in Q4 2021.
293 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.