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

Milestone Advisory Partners’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 		$1.19M Buy
42,236
+5,596
+15% +$163K 0.99% 24
2023
Q2 		$1.08M Buy
+36,640
New +$1M 0.98% 25

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

Milestone Advisory Partners's RSPT Position: Q3 2023 in Review

Milestone Advisory Partners increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 15% in Q3 2023, buying an estimated $163K and bringing the position to 42,236 shares worth $1.19M. The position accounts for 0.99% of the portfolio, ranked #24.

Milestone Advisory Partners first reported a position in RSPT in Q2 2023 and has held it in 2 quarters since. 312 funds tracked by Wall St. Rank hold RSPT as of Q3 2023.

  • Milestone Advisory Partners held 42,236 shares of Invesco S&P 500 Equal Weight Technology ETF worth $1.19M as of Q3 2023.
  • Milestone Advisory Partners bought 5,596 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2023, an estimated $163K.
  • Invesco S&P 500 Equal Weight Technology ETF made up 0.99% of Milestone Advisory Partners's portfolio in Q3 2023, its #24 holding.
  • Milestone Advisory Partners first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2023 and has held it in 2 quarters since.
  • 312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.