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LF
Lee Financial’s
Invesco S&P 500 Equal Weight Technology ETF
RSPT
Stock Holding History
Lee Financial’s Portfolio
RSPT Stock Details
RSPT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-150
Closed
-$4.9K
–
686
2023
Q4
$4.9K
Hold
150
–
–
﹤0.01%
546
2023
Q3
$4.22K
Hold
150
–
–
﹤0.01%
550
2023
Q2
$4.41K
Hold
150
–
–
﹤0.01%
529
2023
Q1
$4.14K
Hold
150
–
–
﹤0.01%
558
2022
Q4
$3.65K
Hold
150
–
–
﹤0.01%
598
2022
Q3
$3K
Hold
150
–
–
﹤0.01%
635
2022
Q2
$4K
Hold
150
–
–
﹤0.01%
597
2022
Q1
$4K
Hold
150
–
–
﹤0.01%
546
2021
Q4
$5K
Hold
150
–
–
﹤0.01%
606
2021
Q3
$4K
Hold
150
–
–
﹤0.01%
525
2021
Q2
$4K
Hold
150
–
–
﹤0.01%
487
2021
Q1
$4K
Hold
150
–
–
﹤0.01%
439
2020
Q4
$4K
Hold
150
–
–
﹤0.01%
434
2020
Q3
$3K
Hold
150
–
–
﹤0.01%
495
2020
Q2
$3K
Hold
150
–
–
﹤0.01%
471
2020
Q1
$2K
Hold
150
–
–
﹤0.01%
446
2019
Q4
$3K
Hold
150
–
–
﹤0.01%
446
2019
Q3
$3K
Hold
150
–
–
﹤0.01%
462
2019
Q2
$3K
Hold
150
–
–
﹤0.01%
467
2019
Q1
$3K
Hold
150
–
–
﹤0.01%
456
2018
Q4
$2K
Hold
150
–
–
﹤0.01%
417
2018
Q3
$3K
Buy
+150
New
+$2.48K
﹤0.01%
442
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
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
BFG
Bouchey Financial Group
Troy, New York
$1.36B AUM
13.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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