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

Sonora Investment Management 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
2024 Q3	–	Sell	-7,091	Closed	-$250K	–	300
2024 Q2	$250K	Hold	7,091	–	–	0.02%	237
2024 Q1	$250K	Buy	7,091 +381	+6%	+$12.8K	0.02%	238
2023 Q4	$219K	Buy	+6,710	New	+$197K	0.02%	241
2022 Q1	–	Sell	-6,550	Closed	-$212K	–	230
2021 Q4	$212K	Buy	+6,550	New	+$203K	0.02%	195

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 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

BFG

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sonora Investment Management Group's RSPT Position: Q3 2024 in Review

Sonora Investment Management Group sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2024, closing a stake of 7,091 shares — an estimated $250K sold.

Sonora Investment Management Group first reported a position in RSPT in Q4 2021 and held it in 4 quarters. The position peaked at $250K in Q2 2024. 368 funds tracked by Wall St. Rank hold RSPT as of Q3 2024.

Sonora Investment Management Group reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2024 after selling out during the quarter.
Sonora Investment Management Group sold 7,091 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2024, an estimated $250K.
Sonora Investment Management Group first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2021 and held it in 4 quarters.
Sonora Investment Management Group's Invesco S&P 500 Equal Weight Technology ETF position peaked at $250K in Q2 2024.
368 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2024.

Based on Sonora Investment Management Group's 13F filing for Q3 2024, filed 15 Oct 2024.