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Logan Capital Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Logan Capital 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
2024
Q1 		– Sell
-237
Closed -$7.73K – 495
2023
Q4 		$7.73K Buy
+237
New +$6.96K ﹤0.01% 417
2023
Q1 		– Sell
-700
Closed -$16.9K – 520
2022
Q4 		$16.9K Buy
+700
New +$17.1K ﹤0.01% 410

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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

Logan Capital Management's RSPT Position: Q1 2024 in Review

Logan Capital Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2024, closing a stake of 237 shares — an estimated $7.73K sold.

Logan Capital Management first reported a position in RSPT in Q4 2022 and held it in 2 quarters. The position peaked at $16.9K in Q4 2022. 375 funds tracked by Wall St. Rank hold RSPT as of Q1 2024.

  • Logan Capital Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2024 after selling out during the quarter.
  • Logan Capital Management sold 237 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2024, an estimated $7.73K.
  • Logan Capital Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2022 and held it in 2 quarters.
  • Logan Capital Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $16.9K in Q4 2022.
  • 375 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2024.

Based on Logan Capital Management's 13F filing for Q1 2024, filed 13 May 2024.