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

Carmel Capital Partners’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 Q4	–	Sell	-140	Closed	-$3.94K	–	576
2023 Q3	$3.94K	Hold	140	–	–	﹤0.01%	571
2023 Q2	$4.12K	Hold	140	–	–	﹤0.01%	330
2023 Q1	$3.86K	Buy	+140	New	+$3.69K	﹤0.01%	376

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

Morgan Stanley New York $1.66T AUM 25.57% 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

DIP

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PCH

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

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

Carmel Capital Partners's RSPT Position: Q4 2023 in Review

Carmel Capital Partners sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2023, closing a stake of 140 shares — an estimated $3.94K sold.

Carmel Capital Partners first reported a position in RSPT in Q1 2023 and held it in 3 quarters. The position peaked at $4.12K in Q2 2023. 353 funds tracked by Wall St. Rank hold RSPT as of Q4 2023.

Carmel Capital Partners reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 140 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2023, an estimated $3.94K.
Carmel Capital Partners first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2023 and held it in 3 quarters.
Carmel Capital Partners's Invesco S&P 500 Equal Weight Technology ETF position peaked at $4.12K in Q2 2023.
353 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.