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

MinichMacGregor Wealth 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
2023 Q1	–	Sell	-1,390	Closed	-$33.8K	–	532
2022 Q4	$33.8K	Buy	+1,390	New	+$34K	0.01%	226
2018 Q4	–	Sell	-2,440	Closed	-$41K	–	426
2018 Q3	$41K	Hold	2,440	–	–	0.03%	135
2018 Q2	$39K	Buy	+2,440	New	+$38.4K	0.03%	126

Other funds holding RSPT

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

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MinichMacGregor Wealth Management's RSPT Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2023, closing a stake of 1,390 shares — an estimated $33.8K sold.

MinichMacGregor Wealth Management first reported a position in RSPT in Q2 2018 and held it in 3 quarters. The position peaked at $41K in Q3 2018. 293 funds tracked by Wall St. Rank hold RSPT as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,390 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2023, an estimated $33.8K.
MinichMacGregor Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2018 and held it in 3 quarters.
MinichMacGregor Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $41K in Q3 2018.
293 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.