Sierra Capital’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Sierra Capital’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
2023 Q1	–	Sell	-240	Closed	-$6K	–	483
2022 Q4	$6K	Hold	240	–	–	﹤0.01%	398
2022 Q3	$5K	Buy	240 +90	+60%	+$2.3K	﹤0.01%	425
2022 Q2	$4K	Buy	+150	New	+$3.88K	﹤0.01%	509

Other funds holding RSPT

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

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sierra Capital's RSPT Position: Q1 2023 in Review

Sierra Capital sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2023, closing a stake of 240 shares — an estimated $6K sold.

Sierra Capital first reported a position in RSPT in Q2 2022 and held it in 3 quarters. The position peaked at $6K in Q4 2022. 294 funds tracked by Wall St. Rank hold RSPT as of Q1 2023.

Sierra Capital reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 240 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2023, an estimated $6K.
Sierra Capital first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2022 and held it in 3 quarters.
Sierra Capital's Invesco S&P 500 Equal Weight Technology ETF position peaked at $6K in Q4 2022.
294 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.