Newbridge Financial Services Group’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Newbridge Financial Services Group’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
2025 Q1	–	Sell	-30	Closed	-$1.12K	–	1140
2024 Q4	$1.12K	Hold	30	–	–	﹤0.01%	1010
2024 Q3	$1.13K	Hold	30	–	–	﹤0.01%	588
2024 Q2	$1.1K	Hold	30	–	–	﹤0.01%	991
2024 Q1	$1.06K	Hold	30	–	–	﹤0.01%	1040
2023 Q4	$979	Sell	30 -10	-25%	-$294	﹤0.01%	1020
2023 Q3	$1.13K	Hold	40	–	–	﹤0.01%	1144
2023 Q2	$1.18K	Hold	40	–	–	﹤0.01%	1199
2023 Q1	$1.1K	Hold	40	–	–	﹤0.01%	1266
2022 Q4	$972	Hold	40	–	–	﹤0.01%	1306
2022 Q3	$1K	Hold	40	–	–	﹤0.01%	1330
2022 Q2	$1K	Sell	40 -10	-20%	-$259	﹤0.01%	1302
2022 Q1	$1K	Buy	+50	New	+$1.45K	﹤0.01%	1397

Other funds holding RSPT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DIP

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Newbridge Financial Services Group's RSPT Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2025, closing a stake of 30 shares — an estimated $1.12K sold.

Newbridge Financial Services Group first reported a position in RSPT in Q1 2022 and held it in 12 quarters. The position peaked at $1.18K in Q2 2023. 352 funds tracked by Wall St. Rank hold RSPT as of Q1 2025.

Newbridge Financial Services Group reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 30 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2025, an estimated $1.12K.
Newbridge Financial Services Group first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2022 and held it in 12 quarters.
Newbridge Financial Services Group's Invesco S&P 500 Equal Weight Technology ETF position peaked at $1.18K in Q2 2023.
352 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.