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

Private Ocean’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
Q2 		$208K Buy
5,684
+7
+0.1% +$243 0.02% 147
2024
Q1 		$200K Buy
5,677
+7
+0.1% +$236 0.02% 139
2023
Q4 		$185K Buy
5,670
+8
+0.1% +$235 0.02% 146
2023
Q3 		$159K Buy
5,662
+12
+0.2% +$350 0.02% 141
2023
Q2 		$166K Buy
+5,650
New +$154K 0.02% 146
2021
Q1 		– Sell
-2,370
Closed -$60K – 600
2020
Q4 		$60K Buy
+2,370
New +$55K 0.01% 204

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $530B AUM 22.01% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return