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

CoreCap 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
2022 Q4	$132K	Buy	+5,430	New	+$133K	0.01%	635
2022 Q3	–	Sell	-20	Closed	–	–	1765
2022 Q2	$0	Buy	+20	New	+$517	﹤0.01%	2250
2022 Q1	–	Sell	-430	Closed	-$14K	–	1763
2021 Q4	$14K	Buy	+430	New	+$13.3K	﹤0.01%	1439

Other funds holding RSPT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CoreCap Advisors's RSPT Position: Q4 2022 in Review

CoreCap Advisors opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2022: 5,430 shares worth $132K. The stake represents 0.01% of the portfolio and ranks #635 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in RSPT as recently as Q2 2022.

CoreCap Advisors first reported a position in RSPT in Q4 2021 and has held it in 3 quarters since. 282 funds tracked by Wall St. Rank hold RSPT as of Q4 2022.

CoreCap Advisors held 5,430 shares of Invesco S&P 500 Equal Weight Technology ETF worth $132K as of Q4 2022.
Invesco S&P 500 Equal Weight Technology ETF was a new CoreCap Advisors position in Q4 2022.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of CoreCap Advisors's portfolio in Q4 2022, its #635 holding.
CoreCap Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2021 and has held it in 3 quarters since.
282 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2022.

Based on CoreCap Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.