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

Axiom Advisory’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 		$1.73M Buy
47,360
+740
+2% +$27K 0.02% 124
2024
Q2 		$1.62M Buy
+46,620
New +$1.62M 0.02% 123

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Axiom Advisory's RSPT Position: Q3 2024 in Review

Axiom Advisory increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 1.6% in Q3 2024, buying an estimated $27K and bringing the position to 47,360 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #124.

Axiom Advisory first reported a position in RSPT in Q2 2024 and has held it in 2 quarters since. 368 funds tracked by Wall St. Rank hold RSPT as of Q3 2024.

  • Axiom Advisory held 47,360 shares of Invesco S&P 500 Equal Weight Technology ETF worth $1.73M as of Q3 2024.
  • Axiom Advisory bought 740 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2024, an estimated $27K.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.02% of Axiom Advisory's portfolio in Q3 2024, its #124 holding.
  • Axiom Advisory first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2024 and has held it in 2 quarters since.
  • 368 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.