Institutional & Family Asset Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Institutional & Family Asset Management’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
2023 Q4	–	Sell	-247	Closed	-$6.95K	–	742
2023 Q3	$6.95K	Buy	247 +27	+12%	+$788	﹤0.01%	417
2023 Q2	$6.47K	Buy	220 +160	+267%	+$4.38K	﹤0.01%	436
2023 Q1	$1.66K	Hold	60	–	–	﹤0.01%	580
2022 Q4	$1.46K	Hold	60	–	–	﹤0.01%	572
2022 Q3	$1K	Hold	60	–	–	﹤0.01%	672
2022 Q2	$1K	Sell	60 -170	-74%	-$4.4K	﹤0.01%	691
2022 Q1	$7K	Hold	230	–	–	﹤0.01%	501
2021 Q4	$7K	Hold	230	–	–	﹤0.01%	507
2021 Q3	$7K	Hold	230	–	–	﹤0.01%	615
2021 Q2	$7K	Hold	230	–	–	﹤0.01%	658
2021 Q1	$6K	Buy	+230	New	+$6.02K	﹤0.01%	666

Other funds holding RSPT

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Institutional & Family Asset Management's RSPT Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2023, closing a stake of 247 shares — an estimated $6.95K sold.

Institutional & Family Asset Management first reported a position in RSPT in Q1 2021 and held it in 11 quarters. The position peaked at $7K in Q1 2022. 353 funds tracked by Wall St. Rank hold RSPT as of Q4 2023.

Institutional & Family Asset Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 247 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2023, an estimated $6.95K.
Institutional & Family Asset Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2021 and held it in 11 quarters.
Institutional & Family Asset Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $7K in Q1 2022.
353 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.