RE Dickinson Investment Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

RE Dickinson Investment 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 Q3	–	Sell	-3,080	Closed	-$73	–	281
2022 Q2	$73	Sell	3,080 -5,290	-63%	-$137K	0.01%	66
2022 Q1	$242K	Buy	8,370 +4,100	+96%	+$119K	0.16%	41
2021 Q4	$138K	Buy	+4,270	New	+$132K	0.1%	45

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

RE Dickinson Investment Advisors's RSPT Position: Q3 2022 in Review

RE Dickinson Investment Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2022, closing a stake of 3,080 shares — an estimated $73 sold.

RE Dickinson Investment Advisors first reported a position in RSPT in Q4 2021 and held it in 3 quarters. The position peaked at $242K in Q1 2022. 262 funds tracked by Wall St. Rank hold RSPT as of Q3 2022.

RE Dickinson Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2022 after selling out during the quarter.
RE Dickinson Investment Advisors sold 3,080 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2022, an estimated $73.
RE Dickinson Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2021 and held it in 3 quarters.
RE Dickinson Investment Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $242K in Q1 2022.
262 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2022.

Based on RE Dickinson Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.