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

FourThought Financial’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 Q3	$23K	Buy	+1,000	New	+$25.6K	﹤0.01%	830
2021 Q4	–	Sell	-1,750	Closed	-$50K	–	1564
2021 Q3	$50K	Hold	1,750	–	–	0.01%	695
2021 Q2	$50K	Hold	1,750	–	–	0.01%	703
2021 Q1	$47K	Sell	1,750 -1,000	-36%	-$26.2K	0.01%	705
2020 Q4	$69K	Buy	+2,750	New	+$63.8K	0.01%	583

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

FourThought Financial's RSPT Position: Q3 2022 in Review

FourThought Financial opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2022: 1,000 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #830 among its holdings. This is a return to the name: FourThought Financial previously reported a position in RSPT as recently as Q3 2021.

FourThought Financial first reported a position in RSPT in Q4 2020 and has held it in 5 quarters since. The position peaked at $69K in Q4 2020. 262 funds tracked by Wall St. Rank hold RSPT as of Q3 2022.

FourThought Financial held 1,000 shares of Invesco S&P 500 Equal Weight Technology ETF worth $23K as of Q3 2022.
Invesco S&P 500 Equal Weight Technology ETF was a new FourThought Financial position in Q3 2022.
Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #830 holding.
FourThought Financial first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2020 and has held it in 5 quarters since.
FourThought Financial's Invesco S&P 500 Equal Weight Technology ETF position peaked at $69K in Q4 2020.
262 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.