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

Centaurus Financial’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	-3,838	Closed	-$144K	–	930
2024 Q4	$144K	Sell	3,838 -29,696	-89%	-$1.13M	0.01%	770
2024 Q3	$1.26M	Buy	33,534 +26,990	+412%	+$984K	0.08%	227
2024 Q2	$240K	Buy	+6,544	New	+$228K	0.02%	554
2022 Q3	–	Sell	-86,490	Closed	-$2.04M	–	888
2022 Q2	$2.04M	Sell	86,490 -2,600	-3%	-$67.3K	0.2%	133
2022 Q1	$2.58M	Buy	+89,090	New	+$2.58M	0.2%	129
2021 Q1	–	Sell	-4,200	Closed	-$106K	–	872
2020 Q4	$106K	Buy	+4,200	New	+$97.5K	0.01%	743
2018 Q3	–	Sell	-8,670	Closed	-$137K	–	1731
2018 Q2	$137K	Buy	+8,670	New	+$136K	0.02%	615

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 $377B AUM 19.32% 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 $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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Centaurus Financial's RSPT Position: Q1 2025 in Review

Centaurus Financial sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2025, closing a stake of 3,838 shares — an estimated $144K sold.

Centaurus Financial first reported a position in RSPT in Q2 2018 and held it in 7 quarters. The position peaked at $2.58M in Q1 2022. 352 funds tracked by Wall St. Rank hold RSPT as of Q1 2025.

Centaurus Financial reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2025 after selling out during the quarter.
Centaurus Financial sold 3,838 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2025, an estimated $144K.
Centaurus Financial first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2018 and held it in 7 quarters.
Centaurus Financial's Invesco S&P 500 Equal Weight Technology ETF position peaked at $2.58M in Q1 2022.
352 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2025.

Based on Centaurus Financial's 13F filing for Q1 2025, filed 15 May 2025.