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Lake Street Advisors Group’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Lake Street Advisors 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 		$243K Hold
6,500
– – 0.01% 510
2024
Q3 		$245K Sell
6,500
-330
-5% -$12K 0.01% 514
2024
Q2 		$250K Hold
6,830
– – 0.01% 486
2024
Q1 		$240K Hold
6,830
– – 0.01% 512
2023
Q4 		$223K Buy
+6,830
New +$201K 0.01% 519

Other funds holding RSPT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $445B AUM 25.58% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 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 $14.9B AUM 46.8% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Lake Street Advisors Group's RSPT Position: Q4 2024 in Review

Lake Street Advisors Group held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q4 2024 at 6,500 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #510.

Lake Street Advisors Group first reported a position in RSPT in Q4 2023 and has held it in 5 quarters since. The position peaked at $250K in Q2 2024. 369 funds tracked by Wall St. Rank hold RSPT as of Q4 2024.

  • Lake Street Advisors Group held 6,500 shares of Invesco S&P 500 Equal Weight Technology ETF worth $243K as of Q4 2024.
  • Lake Street Advisors 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 Lake Street Advisors Group's portfolio in Q4 2024, its #510 holding.
  • Lake Street Advisors 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.
  • Lake Street Advisors Group's Invesco S&P 500 Equal Weight Technology ETF position peaked at $250K in Q2 2024.
  • 369 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.