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

Krilogy Financial’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
2026
Q1 		$253K Hold
5,000
– – 0.01% 805
2025
Q4 		$238K Hold
5,000
– – 0.01% 815
2025
Q3 		$230K Buy
+5,000
New +$210K 0.01% 777
2018
Q2 		– Sell
-900
Closed -$14K – 523
2018
Q1 		$14K Sell
900
-30
-3% -$460 ﹤0.01% 491
2017
Q4 		$13K Hold
930
– – ﹤0.01% 494
2017
Q3 		$13K Sell
930
-630
-40% -$8.21K ﹤0.01% 551
2017
Q2 		$20K Sell
1,560
-1,410
-47% -$17.5K 0.01% 438
2017
Q1 		$32K Hold
2,970
– – 0.01% 356
2016
Q4 		$32K Sell
2,970
-1,620
-35% -$17.3K 0.01% 356
2016
Q3 		$48K Sell
4,590
-2,430
-35% -$24.6K 0.02% 303
2016
Q2 		$66K Buy
7,020
+6,120
+680% +$56.8K 0.02% 261
2016
Q1 		$8K Hold
900
– – ﹤0.01% 489
2015
Q4 		$8K Hold
900
– – 0.01% 277
2015
Q3 		$8K Buy
+900
New +$7.97K ﹤0.01% 420

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return