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

Kingsview 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
2023 Q4	–	Sell	-8,796	Closed	-$248K	–	1018
2023 Q3	$248K	Buy	8,796 +376	+4%	+$11K	0.01%	817
2023 Q2	$248K	Buy	+8,420	New	+$230K	0.01%	800
2021 Q1	–	Sell	-26,120	Closed	-$662K	–	921
2020 Q4	$662K	Buy	26,120 +15,320	+142%	+$356K	0.05%	376
2020 Q3	$228K	Buy	+10,800	New	+$225K	0.02%	541
2019 Q2	–	Sell	-38,500	Closed	-$655K	–	511
2019 Q1	$655K	Buy	+38,500	New	+$613K	0.1%	227
2018 Q2	–	Sell	-57,200	Closed	-$865K	–	408
2018 Q1	$865K	Buy	57,200 +13,550	+31%	+$208K	0.22%	137
2017 Q4	$624K	Sell	43,650 -900	-2%	-$12.8K	0.22%	140
2017 Q3	$602K	Sell	44,550 -51,320	-54%	-$669K	0.26%	122
2017 Q2	$1.2M	Buy	95,870 +5,750	+6%	+$71.6K	0.62%	46
2017 Q1	$1.09M	Buy	+90,120	New	+$1.05M	0.65%	46

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kingsview Wealth Management's RSPT Position: Q4 2023 in Review

Kingsview Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2023, closing a stake of 8,796 shares — an estimated $248K sold.

Kingsview Wealth Management first reported a position in RSPT in Q1 2017 and held it in 10 quarters. The position peaked at $1.2M in Q2 2017. 353 funds tracked by Wall St. Rank hold RSPT as of Q4 2023.

Kingsview Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2023 after selling out during the quarter.
Kingsview Wealth Management sold 8,796 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2023, an estimated $248K.
Kingsview Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2017 and held it in 10 quarters.
Kingsview Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $1.2M in Q2 2017.
353 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.