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

Kore Private Wealth’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
2022 Q3	$631K	Buy	27,870 +4,690	+20%	+$120K	0.11%	111
2022 Q2	$548K	Buy	+23,180	New	+$600K	0.08%	154

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Kore Private Wealth's RSPT Position: Q3 2022 in Review

Kore Private Wealth increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 20% in Q3 2022, buying an estimated $120K and bringing the position to 27,870 shares worth $631K. The position accounts for 0.11% of the portfolio, ranked #111.

Kore Private Wealth first reported a position in RSPT in Q2 2022 and has held it in 2 quarters since. 262 funds tracked by Wall St. Rank hold RSPT as of Q3 2022.

Kore Private Wealth held 27,870 shares of Invesco S&P 500 Equal Weight Technology ETF worth $631K as of Q3 2022.
Kore Private Wealth bought 4,690 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2022, an estimated $120K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.11% of Kore Private Wealth's portfolio in Q3 2022, its #111 holding.
Kore Private Wealth first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2022 and has held it in 2 quarters since.
262 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.