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Gilliland Jeter Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Gilliland Jeter Wealth Management’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
Q4 		– Sell
-260
Closed -$9.8K – 545
2024
Q3 		$9.8K Hold
260
– – ﹤0.01% 457
2024
Q2 		$9.53K Hold
260
– – ﹤0.01% 450
2024
Q1 		$9.15K Buy
+260
New +$8.77K ﹤0.01% 441

Other funds holding RSPT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Gilliland Jeter Wealth Management's RSPT Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2024, closing a stake of 260 shares — an estimated $9.8K sold.

Gilliland Jeter Wealth Management first reported a position in RSPT in Q1 2024 and held it in 3 quarters. The position peaked at $9.8K in Q3 2024. 369 funds tracked by Wall St. Rank hold RSPT as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 260 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2024, an estimated $9.8K.
  • Gilliland Jeter Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $9.8K in Q3 2024.
  • 369 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.