Cerro Pacific Wealth Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Cerro Pacific Wealth Advisors’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	-8,330	Closed	-$240K	–	126
2021 Q3	$240K	Hold	8,330	–	–	0.17%	112
2021 Q2	$242K	Buy	+8,330	New	+$233K	0.18%	111

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Cerro Pacific Wealth Advisors's RSPT Position: Q4 2021 in Review

Cerro Pacific Wealth Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2021, closing a stake of 8,330 shares — an estimated $240K sold.

Cerro Pacific Wealth Advisors first reported a position in RSPT in Q2 2021 and held it in 2 quarters. The position peaked at $242K in Q2 2021. 300 funds tracked by Wall St. Rank hold RSPT as of Q4 2021.

Cerro Pacific Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2021 after selling out during the quarter.
Cerro Pacific Wealth Advisors sold 8,330 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2021, an estimated $240K.
Cerro Pacific Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2021 and held it in 2 quarters.
Cerro Pacific Wealth Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $242K in Q2 2021.
300 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2021.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.