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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $564B 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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $528B AUM 27.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return