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

PCG 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 Q4	–	Sell	-8,800	Closed	-$200K	–	145
2022 Q3	$200K	Buy	+8,800	New	+$225K	0.07%	129

Other funds holding RSPT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCG Wealth Advisors's RSPT Position: Q4 2022 in Review

PCG Wealth Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2022, closing a stake of 8,800 shares — an estimated $200K sold.

PCG Wealth Advisors first reported a position in RSPT in Q3 2022 and held it in 1 quarter. The position peaked at $200K in Q3 2022. 282 funds tracked by Wall St. Rank hold RSPT as of Q4 2022.

PCG Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2022 after selling out during the quarter.
PCG Wealth Advisors sold 8,800 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2022, an estimated $200K.
PCG Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2022 and held it in 1 quarter.
PCG Wealth Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $200K in Q3 2022.
282 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2022.

Based on PCG Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.