Kings Point Capital Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Kings Point Capital 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
2021 Q4	–	Sell	-1,070	Closed	-$31K	–	651
2021 Q3	$31K	Hold	1,070	–	–	﹤0.01%	433
2021 Q2	$31K	Hold	1,070	–	–	﹤0.01%	411
2021 Q1	$29K	Hold	1,070	–	–	﹤0.01%	406
2020 Q4	$27K	Hold	1,070	–	–	﹤0.01%	389
2020 Q3	$23K	Hold	1,070	–	–	﹤0.01%	397
2020 Q2	$21K	Hold	1,070	–	–	﹤0.01%	359
2020 Q1	$17K	Sell	1,070 -6,460	-86%	-$122K	﹤0.01%	390
2019 Q4	$149K	Buy	7,530 +6,460	+604%	+$121K	0.02%	205
2019 Q3	$19K	Hold	1,070	–	–	﹤0.01%	407
2019 Q2	$19K	Hold	1,070	–	–	﹤0.01%	358
2019 Q1	$18K	Hold	1,070	–	–	﹤0.01%	316
2018 Q4	$15K	Hold	1,070	–	–	﹤0.01%	330
2018 Q3	$18K	Hold	1,070	–	–	﹤0.01%	322
2018 Q2	$17K	Buy	+1,070	New	+$16.8K	﹤0.01%	327
2018 Q1	–	Sell	-1,070	Closed	-$15K	–	378
2017 Q4	$15K	Buy	+1,070	New	+$15.2K	﹤0.01%	339

Other funds holding RSPT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Kings Point Capital Management's RSPT Position: Q4 2021 in Review

Kings Point Capital Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2021, closing a stake of 1,070 shares — an estimated $31K sold.

Kings Point Capital Management first reported a position in RSPT in Q4 2017 and held it in 15 quarters. The position peaked at $149K in Q4 2019. 301 funds tracked by Wall St. Rank hold RSPT as of Q4 2021.

Kings Point Capital Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2021 after selling out during the quarter.
Kings Point Capital Management sold 1,070 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2021, an estimated $31K.
Kings Point Capital Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2017 and held it in 15 quarters.
Kings Point Capital Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $149K in Q4 2019.
301 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2021.

Based on Kings Point Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.