Carroll Financial Associates’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Carroll Financial Associates’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
2021 Q4	–	Sell	-3,080	Closed	-$88K	–	1883
2021 Q3	$88K	Buy	+3,080	New	+$91.4K	﹤0.01%	569
2019 Q1	–	Sell	-1,280	Closed	-$18K	–	1475
2018 Q4	$18K	Buy	+1,280	New	+$19.4K	﹤0.01%	701

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Carroll Financial Associates's RSPT Position: Q4 2021 in Review

Carroll Financial Associates sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2021, closing a stake of 3,080 shares — an estimated $88K sold.

Carroll Financial Associates first reported a position in RSPT in Q4 2018 and held it in 2 quarters. The position peaked at $88K in Q3 2021. 301 funds tracked by Wall St. Rank hold RSPT as of Q4 2021.

Carroll Financial Associates reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2021 after selling out during the quarter.
Carroll Financial Associates sold 3,080 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2021, an estimated $88K.
Carroll Financial Associates first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2018 and held it in 2 quarters.
Carroll Financial Associates's Invesco S&P 500 Equal Weight Technology ETF position peaked at $88K in Q3 2021.
301 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.