Annapolis Financial Services’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Annapolis Financial 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
2024 Q3	$63.4K	Hold	1,681	–	–	0.02%	139
2024 Q2	$61.6K	Hold	1,681	–	–	0.02%	138
2024 Q1	$59.2K	Hold	1,681	–	–	0.02%	136
2023 Q4	$54.9K	Hold	1,681	–	–	0.01%	189
2023 Q3	$47.3K	Buy	1,681 +1	+0.1%	+$29	0.01%	192
2023 Q2	$49.4K	Hold	1,680	–	–	0.01%	184
2023 Q1	$46.4K	Hold	1,680	–	–	0.01%	175
2022 Q4	$40.9K	Hold	1,680	–	–	0.01%	181
2022 Q3	$38K	Buy	+1,680	New	+$42.9K	0.01%	196

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Annapolis Financial Services's RSPT Position: Q3 2024 in Review

Annapolis Financial Services held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q3 2024 at 1,681 shares worth $63.4K. The position accounts for 0.02% of the portfolio, ranked #139.

Annapolis Financial Services first reported a position in RSPT in Q3 2022 and has held it in 9 quarters since. 368 funds tracked by Wall St. Rank hold RSPT as of Q3 2024.

Annapolis Financial Services held 1,681 shares of Invesco S&P 500 Equal Weight Technology ETF worth $63.4K as of Q3 2024.
Annapolis Financial Services left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q3 2024.
Invesco S&P 500 Equal Weight Technology ETF made up 0.02% of Annapolis Financial Services's portfolio in Q3 2024, its #139 holding.
Annapolis Financial Services first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2022 and has held it in 9 quarters since.
368 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.