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

Avaii Wealth Management’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 Q4	–	Sell	-6,223	Closed	-$235K	–	143
2024 Q3	$235K	Sell	6,223 -330	-5%	-$12K	0.12%	118
2024 Q2	$240K	Sell	6,553 -574	-8%	-$20K	0.13%	127
2024 Q1	$251K	Sell	7,127 -15,860	-69%	-$535K	0.15%	117
2023 Q4	$750K	Buy	22,987 +5,721	+33%	+$168K	0.49%	44
2023 Q3	$486K	Buy	17,266 +1,516	+10%	+$44.3K	0.37%	61
2023 Q2	$463K	Buy	+15,750	New	+$431K	0.36%	65

Other funds holding RSPT

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

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

DIP

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

HIIFS

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

Avaii Wealth Management's RSPT Position: Q4 2024 in Review

Avaii Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2024, closing a stake of 6,223 shares — an estimated $235K sold.

Avaii Wealth Management first reported a position in RSPT in Q2 2023 and held it in 6 quarters. The position peaked at $750K in Q4 2023. 369 funds tracked by Wall St. Rank hold RSPT as of Q4 2024.

Avaii Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2024 after selling out during the quarter.
Avaii Wealth Management sold 6,223 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2024, an estimated $235K.
Avaii Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2023 and held it in 6 quarters.
Avaii Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $750K in Q4 2023.
369 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2024.

Based on Avaii Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.