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

Patriot Financial Group Insurance Agency’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	-690	Closed	-$20K	–	2146
2022 Q1	$20K	Sell	690 -660	-49%	-$19.1K	﹤0.01%	1096
2021 Q4	$44K	Sell	1,350 -1,050	-44%	-$32.5K	0.01%	928
2021 Q3	$69K	Buy	2,400 +350	+17%	+$10.4K	0.01%	756
2021 Q2	$59K	Hold	2,050	–	–	0.01%	793
2021 Q1	$55K	Hold	2,050	–	–	0.01%	738
2020 Q4	$52K	Buy	2,050 +1,260	+159%	+$29.2K	0.01%	678
2020 Q3	$17K	Buy	+790	New	+$16.4K	0.01%	866
2019 Q2	–	Sell	-70	Closed	-$1K	–	1464
2019 Q1	$1K	Hold	70	–	–	﹤0.01%	1161
2018 Q4	$1K	Hold	70	–	–	﹤0.01%	941
2018 Q3	$1K	Buy	+70	New	+$1.16K	﹤0.01%	937

Other funds holding RSPT

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Patriot Financial Group Insurance Agency's RSPT Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2022, closing a stake of 690 shares — an estimated $20K sold.

Patriot Financial Group Insurance Agency first reported a position in RSPT in Q3 2018 and held it in 10 quarters. The position peaked at $69K in Q3 2021. 267 funds tracked by Wall St. Rank hold RSPT as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 690 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2022, an estimated $20K.
Patriot Financial Group Insurance Agency first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2018 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Invesco S&P 500 Equal Weight Technology ETF position peaked at $69K in Q3 2021.
267 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.