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

IBEX 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
2022 Q2	–	Sell	-25,710	Closed	-$744K	–	178
2022 Q1	$744K	Buy	25,710 +340	+1%	+$9.86K	0.14%	107
2021 Q4	$822K	Buy	25,370 +2,700	+12%	+$83.6K	0.15%	113
2021 Q3	$653K	Buy	22,670 +2,970	+15%	+$88.2K	0.13%	115
2021 Q2	$572K	Buy	+19,700	New	+$550K	0.11%	117
2019 Q3	–	Sell	-15,760	Closed	-$279K	–	328
2019 Q2	$279K	Buy	+15,760	New	+$273K	0.08%	122
2017 Q1	–	Sell	-7,920	Closed	-$89K	–	320
2016 Q4	$89K	Buy	+7,920	New	+$84.4K	0.04%	146

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

IBEX Wealth Advisors's RSPT Position: Q2 2022 in Review

IBEX Wealth Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2022, closing a stake of 25,710 shares — an estimated $744K sold.

IBEX Wealth Advisors first reported a position in RSPT in Q4 2016 and held it in 6 quarters. The position peaked at $822K in Q4 2021. 267 funds tracked by Wall St. Rank hold RSPT as of Q2 2022.

IBEX Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2022 after selling out during the quarter.
IBEX Wealth Advisors sold 25,710 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2022, an estimated $744K.
IBEX Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2016 and held it in 6 quarters.
IBEX Wealth Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $822K in Q4 2021.
267 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2022.

Based on IBEX Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.