Outlook Wealth Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Outlook Wealth Advisors’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	-46,480	Closed	-$1.34M	–	203
2022 Q1	$1.34M	Sell	46,480 -39,210	-46%	-$1.14M	0.45%	55
2021 Q4	$2.78M	Sell	85,690 -62,990	-42%	-$1.95M	0.82%	25
2021 Q3	$4.29M	Sell	148,680 -3,600	-2%	-$107K	1.4%	19
2021 Q2	$4.42M	Sell	152,280 -4,090	-3%	-$114K	1.41%	19
2021 Q1	$4.22M	Sell	156,370 -4,800	-3%	-$126K	1.47%	18
2020 Q4	$4.09M	Buy	161,170 +86,510	+116%	+$2.01M	1.49%	16
2020 Q3	$1.57M	Buy	+74,660	New	+$1.55M	0.63%	41

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Outlook Wealth Advisors's RSPT Position: Q2 2022 in Review

Outlook Wealth Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2022, closing a stake of 46,480 shares — an estimated $1.34M sold.

Outlook Wealth Advisors first reported a position in RSPT in Q3 2020 and held it in 7 quarters. The position peaked at $4.42M in Q2 2021. 266 funds tracked by Wall St. Rank hold RSPT as of Q2 2022.

Outlook Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 46,480 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2022, an estimated $1.34M.
Outlook Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2020 and held it in 7 quarters.
Outlook Wealth Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $4.42M in Q2 2021.
266 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2022.

Based on Outlook Wealth Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.