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

Ehrlich Financial Group’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 Q3	–	Sell	-22,426	Closed	-$822K	–	121
2024 Q2	$822K	Sell	22,426 -1,655	-7%	-$57.5K	0.65%	34
2024 Q1	$847K	Buy	24,081 +1,189	+5%	+$40.1K	0.71%	32
2023 Q4	$747K	Buy	+22,892	New	+$672K	0.75%	33

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFG

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ehrlich Financial Group's RSPT Position: Q3 2024 in Review

Ehrlich Financial Group sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2024, closing a stake of 22,426 shares — an estimated $822K sold.

Ehrlich Financial Group first reported a position in RSPT in Q4 2023 and held it in 3 quarters. The position peaked at $847K in Q1 2024. 368 funds tracked by Wall St. Rank hold RSPT as of Q3 2024.

Ehrlich Financial Group reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2024 after selling out during the quarter.
Ehrlich Financial Group sold 22,426 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2024, an estimated $822K.
Ehrlich Financial Group first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2023 and held it in 3 quarters.
Ehrlich Financial Group's Invesco S&P 500 Equal Weight Technology ETF position peaked at $847K in Q1 2024.
368 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2024.

Based on Ehrlich Financial Group's 13F filing for Q3 2024, filed 7 Oct 2024.