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

Jaffetilchin Investment 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 Q4	–	Sell	-1,226	Closed	-$46.2K	–	1107
2024 Q3	$46.2K	Sell	1,226 -18,614	-94%	-$678K	﹤0.01%	599
2024 Q2	$727K	Buy	+19,840	New	+$690K	0.06%	170
2023 Q3	–	Sell	-7,480	Closed	-$220K	–	373
2023 Q2	$220K	Buy	+7,480	New	+$205K	0.02%	330
2022 Q1	–	Sell	-14,390	Closed	-$466K	–	375
2021 Q4	$466K	Sell	14,390 -8,260	-36%	-$256K	0.04%	227
2021 Q3	$653K	Buy	+22,650	New	+$672K	0.07%	174

Other funds holding RSPT

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $14.7B AUM 47% 1-Year Est. Return

Jaffetilchin Investment Partners's RSPT Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2024, closing a stake of 1,226 shares — an estimated $46.2K sold.

Jaffetilchin Investment Partners first reported a position in RSPT in Q3 2021 and held it in 5 quarters. The position peaked at $727K in Q2 2024. 369 funds tracked by Wall St. Rank hold RSPT as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 1,226 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2024, an estimated $46.2K.
Jaffetilchin Investment Partners first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2021 and held it in 5 quarters.
Jaffetilchin Investment Partners's Invesco S&P 500 Equal Weight Technology ETF position peaked at $727K in Q2 2024.
369 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.