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

Kelly Financial Services’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	-195	Closed	-$7.14K	–	611
2024 Q2	$7.14K	Buy	195 +1	+0.5%	+$35	﹤0.01%	457
2024 Q1	$6.84K	Hold	194	–	–	﹤0.01%	469
2023 Q4	$6.34K	Hold	194	–	–	﹤0.01%	447
2023 Q3	$5.46K	Buy	194 +4	+2%	+$117	﹤0.01%	448
2023 Q2	$5.7K	Hold	190	–	–	﹤0.01%	432
2023 Q1	$5.34K	Hold	190	–	–	﹤0.01%	418
2022 Q4	$4.69K	Hold	190	–	–	﹤0.01%	410
2022 Q3	$4.36K	Hold	190	–	–	﹤0.01%	413
2022 Q2	$4.54K	Hold	190	–	–	﹤0.01%	416
2022 Q1	$5.55K	Hold	190	–	–	﹤0.01%	413
2021 Q4	$6.21K	Hold	190	–	–	﹤0.01%	406
2021 Q3	$5.52K	Hold	190	–	–	﹤0.01%	404
2021 Q2	$5.55K	Hold	190	–	–	﹤0.01%	408
2021 Q1	$5.15K	Hold	190	–	–	﹤0.01%	395
2020 Q4	$4.83K	Hold	190	–	–	﹤0.01%	365
2020 Q3	$4K	Hold	190	–	–	﹤0.01%	360
2020 Q2	$3.77K	Hold	190	–	–	﹤0.01%	367
2020 Q1	$3.01K	Hold	190	–	–	﹤0.01%	352
2019 Q4	$3.71K	Hold	190	–	–	﹤0.01%	342
2019 Q3	$3.35K	Hold	190	–	–	﹤0.01%	338
2019 Q2	$3.31K	Hold	190	–	–	﹤0.01%	332
2019 Q1	$3.17K	Buy	+190	New	+$3.03K	﹤0.01%	339

Other funds holding RSPT

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

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

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

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

DIP

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

HIIFS

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kelly Financial Services's RSPT Position: Q3 2024 in Review

Kelly Financial Services sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2024, closing a stake of 195 shares — an estimated $7.14K sold.

Kelly Financial Services first reported a position in RSPT in Q1 2019 and held it in 22 quarters. The position peaked at $7.14K in Q2 2024. 369 funds tracked by Wall St. Rank hold RSPT as of Q3 2024.

Kelly Financial Services reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 195 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2024, an estimated $7.14K.
Kelly Financial Services first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Invesco S&P 500 Equal Weight Technology ETF position peaked at $7.14K in Q2 2024.
369 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.