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

Mayfair Advisory Group’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	-9,726	Closed	-$310K	–	140
2023 Q4	$310K	Sell	9,726 -6,873	-41%	-$202K	0.26%	78
2023 Q3	$474K	Buy	16,599 +4,949	+42%	+$145K	0.46%	49
2023 Q2	$337K	Buy	+11,650	New	+$319K	0.34%	72
2022 Q3	–	Sell	-8,370	Closed	-$225K	–	122
2022 Q2	$225K	Buy	+8,370	New	+$216K	0.3%	103

Other funds holding RSPT

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mayfair Advisory Group's RSPT Position: Q1 2024 in Review

Mayfair Advisory Group sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2024, closing a stake of 9,726 shares — an estimated $310K sold.

Mayfair Advisory Group first reported a position in RSPT in Q2 2022 and held it in 4 quarters. The position peaked at $474K in Q3 2023. 375 funds tracked by Wall St. Rank hold RSPT as of Q1 2024.

Mayfair Advisory Group reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2024 after selling out during the quarter.
Mayfair Advisory Group sold 9,726 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2024, an estimated $310K.
Mayfair Advisory Group first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2022 and held it in 4 quarters.
Mayfair Advisory Group's Invesco S&P 500 Equal Weight Technology ETF position peaked at $474K in Q3 2023.
375 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2024.

Based on Mayfair Advisory Group's 13F filing for Q1 2024, filed 18 Apr 2024.