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

Carolinas Wealth Consulting’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	-393	Closed	-$14.7K	–	1079
2024 Q4	$14.7K	Hold	393	–	–	﹤0.01%	502
2024 Q3	$14.8K	Hold	393	–	–	﹤0.01%	513
2024 Q2	$14.4K	Buy	+393	New	+$13.7K	﹤0.01%	518
2023 Q4	–	Sell	-130	Closed	-$3.47K	–	1049
2023 Q3	$3.47K	Buy	+130	New	+$3.8K	﹤0.01%	657

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 $445B AUM 25.58% 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 $328M AUM 36.73% 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

Carolinas Wealth Consulting's RSPT Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2025, closing a stake of 393 shares — an estimated $14.7K sold.

Carolinas Wealth Consulting first reported a position in RSPT in Q3 2023 and held it in 4 quarters. The position peaked at $14.8K in Q3 2024. 352 funds tracked by Wall St. Rank hold RSPT as of Q1 2025.

Carolinas Wealth Consulting reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 393 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2025, an estimated $14.7K.
Carolinas Wealth Consulting first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2023 and held it in 4 quarters.
Carolinas Wealth Consulting's Invesco S&P 500 Equal Weight Technology ETF position peaked at $14.8K in Q3 2024.
352 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.