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

Norris Financial 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
2021
Q3 		– Sell
-60,070
Closed -$1.74M – 90
2021
Q2 		$1.74M Buy
+60,070
New +$1.68M 1.17% 25

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Norris Financial Group's RSPT Position: Q3 2021 in Review

Norris Financial Group sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2021, closing a stake of 60,070 shares — an estimated $1.74M sold.

Norris Financial Group first reported a position in RSPT in Q2 2021 and held it in 1 quarter. The position peaked at $1.74M in Q2 2021. 272 funds tracked by Wall St. Rank hold RSPT as of Q3 2021.

  • Norris Financial Group reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2021 after selling out during the quarter.
  • Norris Financial Group sold 60,070 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2021, an estimated $1.74M.
  • Norris Financial Group first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2021 and held it in 1 quarter.
  • Norris Financial Group's Invesco S&P 500 Equal Weight Technology ETF position peaked at $1.74M in Q2 2021.
  • 272 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2021.

Based on Norris Financial Group's 13F filing for Q3 2021, filed 20 May 2026.