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

Founders Financial 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
2024 Q3	–	Sell	-100	Closed	-$3.67K	–	592
2024 Q2	$3.67K	Hold	100	–	–	﹤0.01%	521
2024 Q1	$3.52K	Hold	100	–	–	﹤0.01%	526
2023 Q4	$3.26K	Hold	100	–	–	﹤0.01%	473
2023 Q3	$2.81K	Hold	100	–	–	﹤0.01%	457
2023 Q2	$2.94K	Hold	100	–	–	﹤0.01%	489
2023 Q1	$2.76K	Hold	100	–	–	﹤0.01%	438
2022 Q4	$2.43K	Hold	100	–	–	﹤0.01%	464
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	460
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	485
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	423
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	463
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	436
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	457
2021 Q1	$3K	Buy	+100	New	+$2.62K	﹤0.01%	440

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

Founders Financial Alliance's RSPT Position: Q3 2024 in Review

Founders Financial Alliance sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2024, closing a stake of 100 shares — an estimated $3.67K sold.

Founders Financial Alliance first reported a position in RSPT in Q1 2021 and held it in 14 quarters. The position peaked at $3.67K in Q2 2024. 368 funds tracked by Wall St. Rank hold RSPT as of Q3 2024.

Founders Financial Alliance reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2024 after selling out during the quarter.
Founders Financial Alliance sold 100 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2024, an estimated $3.67K.
Founders Financial Alliance first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2021 and held it in 14 quarters.
Founders Financial Alliance's Invesco S&P 500 Equal Weight Technology ETF position peaked at $3.67K in Q2 2024.
368 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2024.

Based on Founders Financial Alliance's 13F filing for Q3 2024, filed 1 Nov 2024.