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

Heritage Financial Services’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 		– Sell
-2,330
Closed -$55K – 383
2022
Q2 		$55K Buy
+2,330
New +$60.3K 0.03% 158

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
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

Heritage Financial Services's RSPT Position: Q3 2022 in Review

Heritage Financial Services sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2022, closing a stake of 2,330 shares — an estimated $55K sold.

Heritage Financial Services first reported a position in RSPT in Q2 2022 and held it in 1 quarter. The position peaked at $55K in Q2 2022. 262 funds tracked by Wall St. Rank hold RSPT as of Q3 2022.

  • Heritage Financial Services reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 2,330 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2022, an estimated $55K.
  • Heritage Financial Services first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Invesco S&P 500 Equal Weight Technology ETF position peaked at $55K in Q2 2022.
  • 262 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.