Chevy Chase Trust
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Chevy Chase Trust’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Chevy Chase Trust’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
Q1 		– Sell
-70,030
Closed -$1.7M – 654
2022
Q4 		$1.7M Buy
+70,030
New +$1.71M 0.01% 564

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Chevy Chase Trust's RSPT Position: Q1 2023 in Review

Chevy Chase Trust sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2023, closing a stake of 70,030 shares — an estimated $1.7M sold.

Chevy Chase Trust first reported a position in RSPT in Q4 2022 and held it in 1 quarter. The position peaked at $1.7M in Q4 2022. 294 funds tracked by Wall St. Rank hold RSPT as of Q1 2023.

  • Chevy Chase Trust reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2023 after selling out during the quarter.
  • Chevy Chase Trust sold 70,030 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2023, an estimated $1.7M.
  • Chevy Chase Trust first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2022 and held it in 1 quarter.
  • Chevy Chase Trust's Invesco S&P 500 Equal Weight Technology ETF position peaked at $1.7M in Q4 2022.
  • 294 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2023.

Based on Chevy Chase Trust's 13F filing for Q1 2023, filed 16 May 2023.