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Cresset Asset Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Cresset Asset Management’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
2024
Q2 		– Sell
-18,896
Closed -$665K – 2163
2024
Q1 		$665K Buy
18,896
+8,533
+82% +$288K ﹤0.01% 1192
2023
Q4 		$338K Buy
+10,363
New +$304K ﹤0.01% 1427

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cresset Asset Management's RSPT Position: Q2 2024 in Review

Cresset Asset Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2024, closing a stake of 18,896 shares — an estimated $665K sold.

Cresset Asset Management first reported a position in RSPT in Q4 2023 and held it in 2 quarters. The position peaked at $665K in Q1 2024. 382 funds tracked by Wall St. Rank hold RSPT as of Q2 2024.

  • Cresset Asset Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2024 after selling out during the quarter.
  • Cresset Asset Management sold 18,896 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2024, an estimated $665K.
  • Cresset Asset Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2023 and held it in 2 quarters.
  • Cresset Asset Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $665K in Q1 2024.
  • 382 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2024.

Based on Cresset Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.