Hobart Private Capital’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Hobart Private Capital’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
2021 Q3	–	Sell	-7,830	Closed	-$227K	–	123
2021 Q2	$227K	Sell	7,830 -3,860	-33%	-$108K	0.09%	123
2021 Q1	$315K	Sell	11,690 -5,430	-32%	-$142K	0.13%	106
2020 Q4	$434K	Buy	17,120 +1,610	+10%	+$37.4K	0.19%	97
2020 Q3	$327K	Buy	+15,510	New	+$323K	0.17%	115

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Hobart Private Capital's RSPT Position: Q3 2021 in Review

Hobart Private Capital sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2021, closing a stake of 7,830 shares — an estimated $227K sold.

Hobart Private Capital first reported a position in RSPT in Q3 2020 and held it in 4 quarters. The position peaked at $434K in Q4 2020. 272 funds tracked by Wall St. Rank hold RSPT as of Q3 2021.

Hobart Private Capital reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2021 after selling out during the quarter.
Hobart Private Capital sold 7,830 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2021, an estimated $227K.
Hobart Private Capital first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2020 and held it in 4 quarters.
Hobart Private Capital's Invesco S&P 500 Equal Weight Technology ETF position peaked at $434K in Q4 2020.
272 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2021.

Based on Hobart Private Capital's 13F filing for Q3 2021, filed 11 Mar 2024.