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Choreo LLC’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Choreo LLC’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
2026
Q1 		$665K Hold
14,688
– – 0.01% 801
2025
Q4 		$677K Sell
14,688
-1,110
-7% -$50.4K 0.01% 786
2025
Q3 		$704K Sell
15,798
-262
-2% -$11K 0.01% 759
2025
Q2 		$655K Sell
16,060
-822
-5% -$29.8K 0.01% 760
2025
Q1 		$577K Sell
16,882
-195
-1% -$7.3K 0.01% 761
2024
Q4 		$639K Buy
17,077
+1
+0% +$38 0.01% 775
2024
Q3 		$630K Sell
17,076
-2,249
-12% -$82K 0.01% 787
2024
Q2 		$707K Buy
19,325
+1,635
+9% +$56.8K 0.01% 658
2024
Q1 		$623K Hold
17,690
– – 0.02% 383
2023
Q4 		$577K Buy
+17,690
New +$520K 0.02% 367

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return