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

Reilly Financial 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
2021 Q3	–	Sell	-2,750	Closed	-$80K	–	1029
2021 Q2	$80K	Buy	+2,750	New	+$76.8K	0.01%	306
2020 Q4	–	Sell	-2,750	Closed	-$58K	–	921
2020 Q3	$58K	Hold	2,750	–	–	0.01%	285
2020 Q2	$55K	Hold	2,750	–	–	0.01%	301
2020 Q1	$44K	Hold	2,750	–	–	0.01%	316
2019 Q4	$54K	Hold	2,750	–	–	0.01%	325
2019 Q3	$49K	Hold	2,750	–	–	0.01%	350
2019 Q2	$49K	Buy	+2,750	New	+$47.7K	0.01%	370

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFG

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

Reilly Financial Advisors's RSPT Position: Q3 2021 in Review

Reilly Financial Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2021, closing a stake of 2,750 shares — an estimated $80K sold.

Reilly Financial Advisors first reported a position in RSPT in Q2 2019 and held it in 7 quarters. The position peaked at $80K in Q2 2021. 272 funds tracked by Wall St. Rank hold RSPT as of Q3 2021.

Reilly Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2021 after selling out during the quarter.
Reilly Financial Advisors sold 2,750 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2021, an estimated $80K.
Reilly Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2019 and held it in 7 quarters.
Reilly Financial Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $80K in Q2 2021.
272 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.