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NovaPoint Capital’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

NovaPoint Capital’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
2022
Q2 		– Sell
-11,330
Closed -$328K – 138
2022
Q1 		$328K Sell
11,330
-20,890
-65% -$606K 0.12% 100
2021
Q4 		$1.04M Sell
32,220
-6,950
-18% -$215K 0.37% 66
2021
Q3 		$1.13M Hold
39,170
– – 0.45% 65
2021
Q2 		$1.14M Buy
39,170
+2,510
+7% +$70.1K 0.47% 62
2021
Q1 		$989K Buy
36,660
+1,880
+5% +$49.2K 0.46% 64
2020
Q4 		$882K Sell
34,780
-7,020
-17% -$163K 0.46% 60
2020
Q3 		$881K Sell
41,800
-4,620
-10% -$96.2K 0.57% 54
2020
Q2 		$924K Buy
46,420
+3,560
+8% +$66K 0.69% 54
2020
Q1 		$683K Buy
42,860
+4,490
+12% +$84.9K 0.62% 54
2019
Q4 		$760K Buy
+38,370
New +$720K 0.6% 54

Other funds holding RSPT

Bank of America
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return