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FSC Wealth Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

FSC Wealth Advisors’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
-95,140
Closed -$2.8M – 244
2023
Q2 		$2.8M Buy
+95,140
New +$2.6M 2.52% 10

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

FSC Wealth Advisors's RSPT Position: Q3 2023 in Review

FSC Wealth Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2023, closing a stake of 95,140 shares — an estimated $2.8M sold.

FSC Wealth Advisors first reported a position in RSPT in Q2 2023 and held it in 1 quarter. The position peaked at $2.8M in Q2 2023. 312 funds tracked by Wall St. Rank hold RSPT as of Q3 2023.

  • FSC Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2023 after selling out during the quarter.
  • FSC Wealth Advisors sold 95,140 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2023, an estimated $2.8M.
  • FSC Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2023 and held it in 1 quarter.
  • FSC Wealth Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $2.8M 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 FSC Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.