Moisand Fitzgerald Tamayo’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Moisand Fitzgerald Tamayo’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 Q2	–	Sell	-3,000	Closed	-$82.8K	–	785
2023 Q1	$82.8K	Buy	+3,000	New	+$79.1K	0.02%	137
2022 Q1	–	Sell	-500	Closed	-$16K	–	635
2021 Q4	$16K	Hold	500	–	–	﹤0.01%	224
2021 Q3	$14K	Hold	500	–	–	﹤0.01%	228
2021 Q2	$15K	Buy	+500	New	+$14K	0.01%	230

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

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

Moisand Fitzgerald Tamayo's RSPT Position: Q2 2023 in Review

Moisand Fitzgerald Tamayo sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2023, closing a stake of 3,000 shares — an estimated $82.8K sold.

Moisand Fitzgerald Tamayo first reported a position in RSPT in Q2 2021 and held it in 4 quarters. The position peaked at $82.8K in Q1 2023. 319 funds tracked by Wall St. Rank hold RSPT as of Q2 2023.

Moisand Fitzgerald Tamayo reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 3,000 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2023, an estimated $82.8K.
Moisand Fitzgerald Tamayo first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2021 and held it in 4 quarters.
Moisand Fitzgerald Tamayo's Invesco S&P 500 Equal Weight Technology ETF position peaked at $82.8K in Q1 2023.
319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2023, filed 12 Jul 2023.