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

Ritholtz Wealth Management’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	–	Sell	-7,515	Closed	-$264K	–	864
2024 Q1	$264K	Sell	7,515 -7	-0.1%	-$236	0.01%	671
2023 Q4	$246K	Hold	7,522	–	–	0.01%	646
2023 Q3	$212K	Sell	7,522 -18	-0.2%	-$526	0.01%	637
2023 Q2	$222K	Hold	7,540	–	–	0.01%	608
2023 Q1	$208K	Sell	7,540 -1,450	-16%	-$38.2K	0.01%	595
2022 Q4	$218K	Hold	8,990	–	–	0.01%	523
2022 Q3	$204K	Sell	8,990 -40	-0.4%	-$1.02K	0.01%	654
2022 Q2	$213K	Hold	9,030	–	–	0.01%	487
2022 Q1	$261K	Hold	9,030	–	–	0.02%	442
2021 Q4	$293K	Hold	9,030	–	–	0.02%	419
2021 Q3	$260K	Hold	9,030	–	–	0.02%	405
2021 Q2	$262K	Hold	9,030	–	–	0.02%	401
2021 Q1	$244K	Hold	9,030	–	–	0.02%	362
2020 Q4	$229K	Buy	+9,030	New	+$210K	0.02%	310
2020 Q3	–	Sell	-13,500	Closed	-$269K	–	343
2020 Q2	$269K	Buy	+13,500	New	+$250K	0.03%	193

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ritholtz Wealth Management's RSPT Position: Q2 2024 in Review

Ritholtz Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2024, closing a stake of 7,515 shares — an estimated $264K sold.

Ritholtz Wealth Management first reported a position in RSPT in Q2 2020 and held it in 15 quarters. The position peaked at $293K in Q4 2021. 384 funds tracked by Wall St. Rank hold RSPT as of Q2 2024.

Ritholtz Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2024 after selling out during the quarter.
Ritholtz Wealth Management sold 7,515 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2024, an estimated $264K.
Ritholtz Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2020 and held it in 15 quarters.
Ritholtz Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $293K in Q4 2021.
384 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2024.

Based on Ritholtz Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.