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

Miller Investment 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
2022 Q2	–	Sell	-14,780	Closed	-$427K	–	94
2022 Q1	$427K	Sell	14,780 -6,860	-32%	-$199K	0.07%	72
2021 Q4	$701K	Sell	21,640 -18,760	-46%	-$581K	0.1%	61
2021 Q3	$1.16M	Sell	40,400 -7,800	-16%	-$232K	0.2%	46
2021 Q2	$1.4M	Hold	48,200	–	–	0.24%	38
2021 Q1	$1.3M	Hold	48,200	–	–	0.24%	39
2020 Q4	$1.22M	Hold	48,200	–	–	0.23%	39
2020 Q3	$1.01M	Hold	48,200	–	–	0.25%	36
2020 Q2	$960K	Hold	48,200	–	–	0.28%	37
2020 Q1	$769K	Buy	+48,200	New	+$912K	0.25%	39

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Miller Investment Management's RSPT Position: Q2 2022 in Review

Miller Investment Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2022, closing a stake of 14,780 shares — an estimated $427K sold.

Miller Investment Management first reported a position in RSPT in Q1 2020 and held it in 9 quarters. The position peaked at $1.4M in Q2 2021. 267 funds tracked by Wall St. Rank hold RSPT as of Q2 2022.

Miller Investment Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2022 after selling out during the quarter.
Miller Investment Management sold 14,780 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2022, an estimated $427K.
Miller Investment Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2020 and held it in 9 quarters.
Miller Investment Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $1.4M in Q2 2021.
267 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2022.

Based on Miller Investment Management's 13F filing for Q2 2022, filed 15 Aug 2022.