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

Peterson Financial Group’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
2024 Q3	$39.4K	Buy	+1,046	New	+$38.1K	0.15%	108

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFG

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Peterson Financial Group's RSPT Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2024: 1,046 shares worth $39.4K. The stake represents 0.15% of the portfolio and ranks #108 among its holdings.

369 funds tracked by Wall St. Rank hold RSPT as of Q3 2024.

Peterson Financial Group held 1,046 shares of Invesco S&P 500 Equal Weight Technology ETF worth $39.4K as of Q3 2024.
Invesco S&P 500 Equal Weight Technology ETF was a new Peterson Financial Group position in Q3 2024.
Invesco S&P 500 Equal Weight Technology ETF made up 0.15% of Peterson Financial Group's portfolio in Q3 2024, its #108 holding.
369 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.