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

Stack Financial Management’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
Q1 		– Sell
-8,830
Closed -$286K – 51
2021
Q4 		$286K Buy
+8,830
New +$274K 0.02% 50

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Stack Financial Management's RSPT Position: Q1 2022 in Review

Stack Financial Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2022, closing a stake of 8,830 shares — an estimated $286K sold.

Stack Financial Management first reported a position in RSPT in Q4 2021 and held it in 1 quarter. The position peaked at $286K in Q4 2021. 276 funds tracked by Wall St. Rank hold RSPT as of Q1 2022.

  • Stack Financial Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2022 after selling out during the quarter.
  • Stack Financial Management sold 8,830 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2022, an estimated $286K.
  • Stack Financial Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2021 and held it in 1 quarter.
  • Stack Financial Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $286K in Q4 2021.
  • 276 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2022.

Based on Stack Financial Management's 13F filing for Q1 2022, filed 3 May 2022.