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

CreativeOne Wealth’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
Q2 		– Sell
-9,590
Closed -$277K – 791
2022
Q1 		$277K Sell
9,590
-6,320
-40% -$183K 0.01% 604
2021
Q4 		$516K Sell
15,910
-7,840
-33% -$243K 0.03% 445
2021
Q3 		$685K Sell
23,750
-640
-3% -$19K 0.04% 326
2021
Q2 		$708K Buy
24,390
+8,040
+49% +$225K 0.04% 315
2021
Q1 		$441K Sell
16,350
-1,240
-7% -$32.5K 0.03% 358
2020
Q4 		$446K Buy
+17,590
New +$408K 0.04% 306

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return