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Kiely Wealth Advisory Group’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Kiely Wealth Advisory Group’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 		$19.8K Hold
502
– – 0.01% 162
2024
Q3 		$19.4K Buy
502
+1
+0.2% +$36 0.01% 166
2024
Q2 		$17.3K Hold
501
– – 0.01% 156
2024
Q1 		$16.9K Buy
501
+1
+0.2% +$34 0.01% 145
2023
Q4 		$16.7K Buy
+500
New +$14.7K 0.01% 146

Other funds holding RSPT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
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

Kiely Wealth Advisory Group's RSPT Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q4 2024 at 502 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #162.

Kiely Wealth Advisory Group first reported a position in RSPT in Q4 2023 and has held it in 5 quarters since. 369 funds tracked by Wall St. Rank hold RSPT as of Q4 2024.

  • Kiely Wealth Advisory Group held 502 shares of Invesco S&P 500 Equal Weight Technology ETF worth $19.8K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q4 2024.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #162 holding.
  • Kiely Wealth Advisory Group first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2023 and has held it in 5 quarters since.
  • 369 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.