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

Regal 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
2024
Q4 		– Sell
-69,431
Closed -$2.62M – 507
2024
Q3 		$2.62M Sell
69,431
-140,588
-67% -$5.12M 0.18% 138
2024
Q2 		$7.7M Buy
210,019
+5,743
+3% +$200K 0.5% 49
2024
Q1 		$7.19M Buy
204,276
+4,159
+2% +$140K 0.49% 49
2023
Q4 		$6.53M Buy
200,117
+419
+0.2% +$12.3K 0.49% 55
2023
Q3 		$5.62M Sell
199,698
-42
-0% -$1.23K 0.47% 61
2023
Q2 		$5.87M Sell
199,740
-390
-0.2% -$10.7K 0.49% 57
2023
Q1 		$5.52M Buy
200,130
+5,640
+3% +$149K 0.49% 59
2022
Q4 		$4.73M Buy
194,490
+10,650
+6% +$260K 0.46% 60
2022
Q3 		$4.16M Buy
+183,840
New +$4.7M 0.44% 65
2021
Q1 		– Sell
-23,860
Closed -$605K – 341
2020
Q4 		$605K Buy
+23,860
New +$554K 0.07% 255
2019
Q3 		– Sell
-33,280
Closed -$590K – 334
2019
Q2 		$590K Buy
+33,280
New +$577K 0.12% 172
2019
Q1 		– Sell
-64,270
Closed -$905K – 384
2018
Q4 		$905K Buy
+64,270
New +$973K 0.2% 133

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Regal Investment Advisors's RSPT Position: Q4 2024 in Review

Regal Investment Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2024, closing a stake of 69,431 shares — an estimated $2.62M sold.

Regal Investment Advisors first reported a position in RSPT in Q4 2018 and held it in 12 quarters. The position peaked at $7.7M in Q2 2024. 370 funds tracked by Wall St. Rank hold RSPT as of Q4 2024.

  • Regal Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 69,431 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2024, an estimated $2.62M.
  • Regal Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2018 and held it in 12 quarters.
  • Regal Investment Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $7.7M in Q2 2024.
  • 370 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.