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

Avior 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
2025 Q1	–	Sell	-885	Closed	-$33.1K	–	2003
2024 Q4	$33.1K	Buy	885 +740	+510%	+$28.2K	﹤0.01%	1280
2024 Q3	$5.49K	Hold	145	–	–	﹤0.01%	1749
2024 Q2	$5.33K	Hold	145	–	–	﹤0.01%	1702
2024 Q1	$5.11K	Buy	+145	New	+$4.89K	﹤0.01%	2074
2023 Q4	–	Sell	-240	Closed	-$6.76K	–	1652
2023 Q3	$6.76K	Hold	240	–	–	﹤0.01%	1109
2023 Q2	$7.06K	Hold	240	–	–	﹤0.01%	1085
2023 Q1	$6.62K	Buy	+240	New	+$6.33K	﹤0.01%	1130

Other funds holding RSPT

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

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

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

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

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

DIP

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avior Wealth Management's RSPT Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2025, closing a stake of 885 shares — an estimated $33.1K sold.

Avior Wealth Management first reported a position in RSPT in Q1 2023 and held it in 7 quarters. The position peaked at $33.1K in Q4 2024. 352 funds tracked by Wall St. Rank hold RSPT as of Q1 2025.

Avior Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 885 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2025, an estimated $33.1K.
Avior Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2023 and held it in 7 quarters.
Avior Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $33.1K in Q4 2024.
352 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.