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

Janiczek Wealth 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
2024 Q2	$9.9K	Hold	270	–	–	﹤0.01%	660
2024 Q1	$9.5K	Hold	270	–	–	﹤0.01%	692
2023 Q4	$8.81K	Hold	270	–	–	﹤0.01%	686
2023 Q3	$7.6K	Sell	270 -20	-7%	-$584	﹤0.01%	681
2023 Q2	$8.53K	Hold	290	–	–	﹤0.01%	590
2023 Q1	$7.83K	Hold	290	–	–	﹤0.01%	614
2022 Q4	$7.5K	Hold	290	–	–	﹤0.01%	609
2022 Q3	$7K	Hold	290	–	–	﹤0.01%	616
2022 Q2	$8K	Sell	290 -830	-74%	-$21.5K	﹤0.01%	605
2022 Q1	$32K	Hold	1,120	–	–	0.01%	381
2021 Q4	$36K	Hold	1,120	–	–	0.01%	372
2021 Q3	$32K	Hold	1,120	–	–	0.01%	371
2021 Q2	$32K	Buy	+1,120	New	+$31.3K	0.01%	338

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

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Janiczek Wealth Management's RSPT Position: Q2 2024 in Review

Janiczek Wealth Management held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q2 2024 at 270 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Janiczek Wealth Management first reported a position in RSPT in Q2 2021 and has held it in 13 quarters since. The position peaked at $36K in Q4 2021. 382 funds tracked by Wall St. Rank hold RSPT as of Q2 2024.

Janiczek Wealth Management held 270 shares of Invesco S&P 500 Equal Weight Technology ETF worth $9.9K as of Q2 2024.
Janiczek Wealth Management left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q2 2024.
Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #660 holding.
Janiczek Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2021 and has held it in 13 quarters since.
Janiczek Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $36K in Q4 2021.
382 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.