Lloyd Advisory Services’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Lloyd Advisory Services’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
2022 Q2	–	Sell	-5,110	Closed	-$148K	–	451
2022 Q1	$148K	Sell	5,110 -6,320	-55%	-$183K	0.07%	122
2021 Q4	$370K	Sell	11,430 -6,350	-36%	-$197K	0.17%	51
2021 Q3	$512K	Sell	17,780 -660	-4%	-$19.6K	0.26%	37
2021 Q2	$535K	Buy	18,440 +30	+0.2%	+$838	0.27%	36
2021 Q1	$497K	Sell	18,410 -12,150	-40%	-$318K	0.27%	35
2020 Q4	$775K	Buy	30,560 +17,130	+128%	+$398K	0.42%	22
2020 Q3	$283K	Buy	+13,430	New	+$280K	0.17%	35

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BFG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Lloyd Advisory Services's RSPT Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2022, closing a stake of 5,110 shares — an estimated $148K sold.

Lloyd Advisory Services first reported a position in RSPT in Q3 2020 and held it in 7 quarters. The position peaked at $775K in Q4 2020. 266 funds tracked by Wall St. Rank hold RSPT as of Q2 2022.

Lloyd Advisory Services reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 5,110 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2022, an estimated $148K.
Lloyd Advisory Services first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2020 and held it in 7 quarters.
Lloyd Advisory Services's Invesco S&P 500 Equal Weight Technology ETF position peaked at $775K in Q4 2020.
266 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.