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

Interchange Capital Partners’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 Q3	–	Sell	-23,427	Closed	-$859K	–	303
2024 Q2	$859K	Buy	23,427 +629	+3%	+$21.9K	0.31%	85
2024 Q1	$823K	Buy	22,798 +1,548	+7%	+$52.2K	0.55%	46
2023 Q4	$694K	Buy	21,250 +2,329	+12%	+$68.4K	0.52%	53
2023 Q3	$575K	Buy	18,921 +991	+6%	+$28.9K	0.46%	56
2023 Q2	$527K	Buy	+17,930	New	+$490K	0.4%	66
2022 Q1	–	Sell	-6,490	Closed	-$210K	–	172
2021 Q4	$210K	Buy	+6,490	New	+$201K	0.21%	145

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

DIP

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Interchange Capital Partners's RSPT Position: Q3 2024 in Review

Interchange Capital Partners sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2024, closing a stake of 23,427 shares — an estimated $859K sold.

Interchange Capital Partners first reported a position in RSPT in Q4 2021 and held it in 6 quarters. The position peaked at $859K in Q2 2024. 368 funds tracked by Wall St. Rank hold RSPT as of Q3 2024.

Interchange Capital Partners reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2024 after selling out during the quarter.
Interchange Capital Partners sold 23,427 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2024, an estimated $859K.
Interchange Capital Partners first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2021 and held it in 6 quarters.
Interchange Capital Partners's Invesco S&P 500 Equal Weight Technology ETF position peaked at $859K in Q2 2024.
368 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2024.

Based on Interchange Capital Partners's 13F filing for Q3 2024, filed 28 Oct 2024.