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

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 $1.55T AUM 33.47% 1-Year Est. Return

RBA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFG

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

Lee Financial's RSPT Position: Q1 2024 in Review

Lee Financial sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2024, closing a stake of 150 shares — an estimated $4.9K sold.

Lee Financial first reported a position in RSPT in Q3 2018 and held it in 22 quarters. The position peaked at $5K in Q4 2021. 377 funds tracked by Wall St. Rank hold RSPT as of Q1 2024.

Lee Financial reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 150 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2024, an estimated $4.9K.
Lee Financial first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2018 and held it in 22 quarters.
Lee Financial's Invesco S&P 500 Equal Weight Technology ETF position peaked at $5K in Q4 2021.
377 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.