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

Pinnacle Private Wealth’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	$1.85M	Buy	78,400 +1,000	+1%	+$25.9K	0.73%	34
2022 Q1	$2.24M	Sell	77,400 -1,890	-2%	-$54.8K	0.7%	33
2021 Q4	$2.57M	Buy	+79,290	New	+$2.46M	0.81%	22

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

Pinnacle Private Wealth's RSPT Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 1.3% in Q2 2022, buying an estimated $25.9K and bringing the position to 78,400 shares worth $1.85M. The position accounts for 0.73% of the portfolio, ranked #34.

Pinnacle Private Wealth first reported a position in RSPT in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.57M in Q4 2021. 266 funds tracked by Wall St. Rank hold RSPT as of Q2 2022.

Pinnacle Private Wealth held 78,400 shares of Invesco S&P 500 Equal Weight Technology ETF worth $1.85M as of Q2 2022.
Pinnacle Private Wealth bought 1,000 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2022, an estimated $25.9K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.73% of Pinnacle Private Wealth's portfolio in Q2 2022, its #34 holding.
Pinnacle Private Wealth first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's Invesco S&P 500 Equal Weight Technology ETF position peaked at $2.57M in Q4 2021.
266 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.