AAS
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Ameritas Advisory Services’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-7,048
Closed -$314K – 1885
2025
Q3 		$314K Sell
7,048
-238
-3% -$9.99K 0.02% 502
2025
Q2 		$297K Buy
7,286
+5
+0.1% +$181 0.02% 629
2025
Q1 		$272K Hold
7,281
– – 0.01% 729
2024
Q4 		$272K Buy
7,281
+2
+0% +$76 0.01% 752
2024
Q3 		$274K Sell
7,279
-264
-3% -$9.62K 0.01% 708
2024
Q2 		$277K Buy
7,543
+3
+0% +$104 0.01% 749
2024
Q1 		$248K Buy
+7,540
New +$254K 0.01% 761
2023
Q2 		– Sell
-4,020
Closed -$111K – 2140
2023
Q1 		$111K Buy
+4,020
New +$106K 0.01% 961

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Morgan Stanley
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LPL Financial
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BWFA
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return