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Fiduciary Alliance’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-1,730
Closed -$50.9K – 779
2023
Q2 		$50.9K Buy
+1,730
New +$47.3K 0.01% 318

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fiduciary Alliance's RSPT Position: Q3 2023 in Review

Fiduciary Alliance sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2023, closing a stake of 1,730 shares — an estimated $50.9K sold.

Fiduciary Alliance first reported a position in RSPT in Q2 2023 and held it in 1 quarter. The position peaked at $50.9K in Q2 2023. 312 funds tracked by Wall St. Rank hold RSPT as of Q3 2023.

  • Fiduciary Alliance reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 1,730 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2023, an estimated $50.9K.
  • Fiduciary Alliance first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2023 and held it in 1 quarter.
  • Fiduciary Alliance's Invesco S&P 500 Equal Weight Technology ETF position peaked at $50.9K in Q2 2023.
  • 312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.