Great Valley Advisor Group’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Great Valley Advisor Group’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 Q2	–	Sell	-7,270	Closed	-$236K	–	715
2022 Q1	$236K	Sell	7,270 -210	-3%	-$6.09K	0.01%	535
2021 Q4	$215K	Hold	7,480	–	–	0.01%	563
2021 Q3	$215K	Buy	+7,480	New	+$222K	0.01%	538

Other funds holding RSPT

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Great Valley Advisor Group's RSPT Position: Q2 2022 in Review

Great Valley Advisor Group sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2022, closing a stake of 7,270 shares — an estimated $236K sold.

Great Valley Advisor Group first reported a position in RSPT in Q3 2021 and held it in 3 quarters. The position peaked at $236K in Q1 2022. 267 funds tracked by Wall St. Rank hold RSPT as of Q2 2022.

Great Valley Advisor Group reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2022 after selling out during the quarter.
Great Valley Advisor Group sold 7,270 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2022, an estimated $236K.
Great Valley Advisor Group first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2021 and held it in 3 quarters.
Great Valley Advisor Group's Invesco S&P 500 Equal Weight Technology ETF position peaked at $236K in Q1 2022.
267 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2022.

Based on Great Valley Advisor Group's 13F filing for Q2 2022, filed 19 Jul 2022.