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Morris Financial Concepts’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Morris Financial Concepts’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
Q4 		– Sell
-76
Closed -$2.87K – 195
2024
Q3 		$2.87K Buy
+76
New +$2.77K ﹤0.01% 184

Other funds holding RSPT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Morris Financial Concepts's RSPT Position: Q4 2024 in Review

Morris Financial Concepts sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2024, closing a stake of 76 shares — an estimated $2.87K sold.

Morris Financial Concepts first reported a position in RSPT in Q3 2024 and held it in 1 quarter. The position peaked at $2.87K in Q3 2024. 369 funds tracked by Wall St. Rank hold RSPT as of Q4 2024.

  • Morris Financial Concepts reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Morris Financial Concepts sold 76 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2024, an estimated $2.87K.
  • Morris Financial Concepts first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2024 and held it in 1 quarter.
  • Morris Financial Concepts's Invesco S&P 500 Equal Weight Technology ETF position peaked at $2.87K in Q3 2024.
  • 369 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2024.

Based on Morris Financial Concepts's 13F filing for Q4 2024, filed 29 Jan 2025.