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

Roosevelt Investment Group’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	$362K	Buy	+16,000	New	+$409K	0.03%	204

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

Roosevelt Investment Group's RSPT Position: Q3 2022 in Review

Roosevelt Investment Group opened a new position in Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2022: 16,000 shares worth $362K. The stake represents 0.03% of the portfolio and ranks #204 among its holdings.

262 funds tracked by Wall St. Rank hold RSPT as of Q3 2022.

Roosevelt Investment Group held 16,000 shares of Invesco S&P 500 Equal Weight Technology ETF worth $362K as of Q3 2022.
Invesco S&P 500 Equal Weight Technology ETF was a new Roosevelt Investment Group position in Q3 2022.
Invesco S&P 500 Equal Weight Technology ETF made up 0.03% of Roosevelt Investment Group's portfolio in Q3 2022, its #204 holding.
262 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2022.

Based on Roosevelt Investment Group's 13F filing for Q3 2022, filed 19 Oct 2022.