Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
RWM
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
Shares
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
$1.37T AUM
24.88%
1-Year Est. Return
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close