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

JNBA Financial 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
2024 Q4	–	Sell	-350	Closed	-$13.2K	–	666
2024 Q3	$13.2K	Buy	+350	New	+$12.8K	﹤0.01%	433
2018 Q4	–	Sell	-600	Closed	-$10K	–	693
2018 Q3	$10K	Buy	+600	New	+$9.93K	﹤0.01%	382

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

JNBA Financial Advisors's RSPT Position: Q4 2024 in Review

JNBA Financial Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2024, closing a stake of 350 shares — an estimated $13.2K sold.

JNBA Financial Advisors first reported a position in RSPT in Q3 2018 and held it in 2 quarters. The position peaked at $13.2K in Q3 2024. 371 funds tracked by Wall St. Rank hold RSPT as of Q4 2024.

JNBA Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2024 after selling out during the quarter.
JNBA Financial Advisors sold 350 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2024, an estimated $13.2K.
JNBA Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2018 and held it in 2 quarters.
JNBA Financial Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $13.2K in Q3 2024.
371 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2024.

Based on JNBA Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.