Householder Group Estate & Retirement Specialist’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Householder Group Estate & Retirement Specialist’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	-340	Closed	-$12K	–	1067
2024 Q3	$12K	Hold	340	–	–	﹤0.01%	789
2024 Q2	$12K	Hold	340	–	–	﹤0.01%	788
2024 Q1	$12K	Hold	340	–	–	﹤0.01%	776
2023 Q4	$11K	Hold	340	–	–	﹤0.01%	750
2023 Q3	$9.57K	Buy	+340	New	+$9.93K	﹤0.01%	802
2023 Q1	$489K	Buy	+17,730	New	+$467K	0.19%	107
2022 Q4	–	Sell	-340	Closed	-$7K	–	954
2022 Q3	$7K	Buy	+340	New	+$8.69K	﹤0.01%	815

Other funds holding RSPT

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 $20.6B AUM 59.59% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's RSPT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2024, closing a stake of 340 shares — an estimated $12K sold.

Householder Group Estate & Retirement Specialist first reported a position in RSPT in Q3 2022 and held it in 7 quarters. The position peaked at $489K in Q1 2023. 369 funds tracked by Wall St. Rank hold RSPT as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 340 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2024, an estimated $12K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Invesco S&P 500 Equal Weight Technology ETF position peaked at $489K in Q1 2023.
369 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.