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

Snider Financial 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
2023 Q2	–	Sell	-329,860	Closed	-$9.1M	–	63
2023 Q1	$9.1M	Sell	329,860 -23,210	-7%	-$612K	4.85%	5
2022 Q4	$8.58M	Sell	353,070 -6,280	-2%	-$154K	4.74%	5
2022 Q3	$8.71M	Sell	359,350 -1,070	-0.3%	-$27.3K	4.72%	5
2022 Q2	$8.52M	Buy	360,420 +10,060	+3%	+$260K	4.64%	6
2022 Q1	$10.1M	Buy	350,360 +21,220	+6%	+$615K	4.61%	6
2021 Q4	$10.7M	Buy	329,140 +3,460	+1%	+$107K	4.55%	7
2021 Q3	$9.93M	Buy	325,680 +16,340	+5%	+$485K	4.33%	7
2021 Q2	$8.86M	Buy	+309,340	New	+$8.64M	4.17%	8

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

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

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

PCH

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

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

BFG

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

Snider Financial Group's RSPT Position: Q2 2023 in Review

Snider Financial Group sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2023, closing a stake of 329,860 shares — an estimated $9.1M sold.

Snider Financial Group first reported a position in RSPT in Q2 2021 and held it in 8 quarters. The position peaked at $10.7M in Q4 2021. 319 funds tracked by Wall St. Rank hold RSPT as of Q2 2023.

Snider Financial Group reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2023 after selling out during the quarter.
Snider Financial Group sold 329,860 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2023, an estimated $9.1M.
Snider Financial Group first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2021 and held it in 8 quarters.
Snider Financial Group's Invesco S&P 500 Equal Weight Technology ETF position peaked at $10.7M in Q4 2021.
319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2023.

Based on Snider Financial Group's 13F filing for Q2 2023, filed 19 Jul 2023.