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

Capital Wealth Alliance’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
-8,813
Closed -$330K – 84
2024
Q4 		$330K Sell
8,813
-5,461
-38% -$208K 0.19% 65
2024
Q3 		$538K Sell
14,274
-4,856
-25% -$177K 0.31% 45
2024
Q2 		$701K Sell
19,130
-410
-2% -$14.3K 0.4% 51
2024
Q1 		$688K Buy
19,540
+83
+0.4% +$2.8K 0.41% 47
2023
Q4 		$635K Sell
19,457
-719
-4% -$21.1K 0.44% 54
2023
Q3 		$568K Buy
20,176
+3,216
+19% +$93.9K 0.43% 58
2023
Q2 		$499K Buy
+16,960
New +$464K 0.37% 62
2023
Q1 		– Sell
-38,350
Closed -$932K – 119
2022
Q4 		$932K Buy
38,350
+11,920
+45% +$291K 0.78% 31
2022
Q3 		$598K Sell
26,430
-5,770
-18% -$147K 0.5% 44
2022
Q2 		$761K Buy
32,200
+1,120
+4% +$29K 0.53% 46
2022
Q1 		$898K Buy
31,080
+4,610
+17% +$134K 0.53% 46
2021
Q4 		$857K Sell
26,470
-3,070
-10% -$95.1K 0.5% 57
2021
Q3 		$880K Buy
+29,540
New +$877K 0.54% 57
2021
Q1 		– Sell
-21,800
Closed -$566K – 138
2020
Q4 		$566K Buy
21,800
+470
+2% +$10.9K 0.41% 68
2020
Q3 		$449K Sell
21,330
-15,290
-42% -$318K 0.4% 61
2020
Q2 		$729K Sell
36,620
-30,380
-45% -$563K 0.76% 41
2020
Q1 		$1.07M Buy
67,000
+16,450
+33% +$311K 1.12% 35
2019
Q4 		$1M Buy
+50,550
New +$949K 0.84% 36

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Wealth Alliance's RSPT Position: Q1 2025 in Review

Capital Wealth Alliance sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2025, closing a stake of 8,813 shares — an estimated $330K sold.

Capital Wealth Alliance first reported a position in RSPT in Q4 2019 and held it in 18 quarters. The position peaked at $1.07M in Q1 2020. 352 funds tracked by Wall St. Rank hold RSPT as of Q1 2025.

  • Capital Wealth Alliance reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Capital Wealth Alliance sold 8,813 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2025, an estimated $330K.
  • Capital Wealth Alliance first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2019 and held it in 18 quarters.
  • Capital Wealth Alliance's Invesco S&P 500 Equal Weight Technology ETF position peaked at $1.07M in Q1 2020.
  • 352 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2025.

Based on Capital Wealth Alliance's 13F filing for Q1 2025, filed 14 May 2025.