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

Heritage Oak 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
2024
Q4 		– Sell
-6,015
Closed -$227K – 159
2024
Q3 		$227K Buy
+6,015
New +$219K 0.1% 130

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

Heritage Oak Wealth Advisors's RSPT Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2024, closing a stake of 6,015 shares — an estimated $227K sold.

Heritage Oak Wealth Advisors first reported a position in RSPT in Q3 2024 and held it in 1 quarter. The position peaked at $227K in Q3 2024. 369 funds tracked by Wall St. Rank hold RSPT as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 6,015 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2024, an estimated $227K.
  • Heritage Oak Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $227K 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 Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.