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

Concourse Financial Group Securities’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	-100	Closed	-$3.97K	–	1649
2024 Q4	$3.97K	Hold	100	–	–	﹤0.01%	1924
2024 Q3	$3.77K	Buy	+100	New	+$3.65K	﹤0.01%	1906
2022 Q2	–	Sell	-160	Closed	-$4.14K	–	2303
2022 Q1	$5K	Sell	160 -1,650	-91%	-$47.8K	﹤0.01%	1867
2021 Q4	$59K	Hold	1,810	–	–	﹤0.01%	1217
2021 Q3	$52K	Buy	+1,810	New	+$53.7K	﹤0.01%	1288

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

Concourse Financial Group Securities's RSPT Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2025, closing a stake of 100 shares — an estimated $3.97K sold.

Concourse Financial Group Securities first reported a position in RSPT in Q3 2021 and held it in 5 quarters. The position peaked at $59K in Q4 2021. 352 funds tracked by Wall St. Rank hold RSPT as of Q1 2025.

Concourse Financial Group Securities reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 100 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2025, an estimated $3.97K.
Concourse Financial Group Securities first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2021 and held it in 5 quarters.
Concourse Financial Group Securities's Invesco S&P 500 Equal Weight Technology ETF position peaked at $59K in Q4 2021.
352 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.