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

LGT Financial Advisors’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
Q3 		– Sell
-1,500
Closed -$44.1K – 943
2023
Q2 		$44.1K Buy
+1,500
New +$41K 0.05% 169

Other funds holding RSPT

Bank of America
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LGT Financial Advisors's RSPT Position: Q3 2023 in Review

LGT Financial Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2023, closing a stake of 1,500 shares — an estimated $44.1K sold.

LGT Financial Advisors first reported a position in RSPT in Q2 2023 and held it in 1 quarter. The position peaked at $44.1K in Q2 2023. 312 funds tracked by Wall St. Rank hold RSPT as of Q3 2023.

  • LGT Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 1,500 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2023, an estimated $44.1K.
  • LGT Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $44.1K in Q2 2023.
  • 312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2023.

Based on LGT Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.