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

BDO Wealth Advisors’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
2023 Q2	$450K	Buy	15,290 +40	+0.3%	+$1.09K	0.05%	182
2023 Q1	$421K	Hold	15,250	–	–	0.05%	178
2022 Q4	$371K	Sell	15,250 -250	-2%	-$6.11K	0.05%	199
2022 Q3	$351K	Hold	15,500	–	–	0.05%	204
2022 Q2	$366K	Sell	15,500 -500	-3%	-$12.9K	0.05%	198
2022 Q1	$463K	Hold	16,000	–	–	0.05%	189
2021 Q4	$518K	Hold	16,000	–	–	0.05%	183
2021 Q3	$461K	Hold	16,000	–	–	0.05%	190
2021 Q2	$464K	Hold	16,000	–	–	0.05%	194
2021 Q1	$432K	Buy	16,000 +13,000	+433%	+$340K	0.05%	198
2020 Q4	$76K	Hold	3,000	–	–	0.01%	317
2020 Q3	$63K	Hold	3,000	–	–	0.01%	308
2020 Q2	$60K	Hold	3,000	–	–	0.01%	309
2020 Q1	$48K	Buy	+3,000	New	+$56.8K	0.01%	338

Other funds holding RSPT

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

DIP

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

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFG

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

BDO Wealth Advisors's RSPT Position: Q2 2023 in Review

BDO Wealth Advisors increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.26% in Q2 2023, buying an estimated $1.09K and bringing the position to 15,290 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #182.

BDO Wealth Advisors first reported a position in RSPT in Q1 2020 and has held it in 14 quarters since. The position peaked at $518K in Q4 2021. 319 funds tracked by Wall St. Rank hold RSPT as of Q2 2023.

BDO Wealth Advisors held 15,290 shares of Invesco S&P 500 Equal Weight Technology ETF worth $450K as of Q2 2023.
BDO Wealth Advisors bought 40 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2023, an estimated $1.09K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.05% of BDO Wealth Advisors's portfolio in Q2 2023, its #182 holding.
BDO Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $518K in Q4 2021.
319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.