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Leicht Financial Planning & Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Leicht Financial Planning & Wealth Management’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
2023
Q1 		– Sell
-9,030
Closed -$219K – 26
2022
Q4 		$219K Buy
+9,030
New +$221K 0.15% 26

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's RSPT Position: Q1 2023 in Review

Leicht Financial Planning & Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2023, closing a stake of 9,030 shares — an estimated $219K sold.

Leicht Financial Planning & Wealth Management first reported a position in RSPT in Q4 2022 and held it in 1 quarter. The position peaked at $219K in Q4 2022. 294 funds tracked by Wall St. Rank hold RSPT as of Q1 2023.

  • Leicht Financial Planning & Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2023 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 9,030 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2023, an estimated $219K.
  • Leicht Financial Planning & Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2022 and held it in 1 quarter.
  • Leicht Financial Planning & Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $219K in Q4 2022.
  • 294 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2023.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.