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

Sugarloaf Wealth 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
2023 Q1	–	Sell	-250	Closed	-$6.13K	–	767
2022 Q4	$6.13K	Sell	250 -10	-4%	-$244	﹤0.01%	557
2022 Q3	$6K	Hold	260	–	–	﹤0.01%	596
2022 Q2	$6K	Buy	260 +10	+4%	+$259	﹤0.01%	594
2022 Q1	$7K	Sell	250 -10	-4%	-$290	﹤0.01%	532
2021 Q4	$8K	Hold	260	–	–	﹤0.01%	541
2021 Q3	$7K	Hold	260	–	–	﹤0.01%	569
2021 Q2	$7K	Sell	260 -432,890	-100%	-$12.1M	﹤0.01%	570
2021 Q1	$7	Buy	433,150 +432,900	+173,160%	+$11.3M	﹤0.01%	555
2020 Q4	$6K	Hold	250	–	–	﹤0.01%	537
2020 Q3	$5K	Hold	250	–	–	﹤0.01%	524
2020 Q2	$5K	Hold	250	–	–	﹤0.01%	528
2020 Q1	$4K	Hold	250	–	–	﹤0.01%	547
2019 Q4	$5K	Buy	+250	New	+$4.69K	﹤0.01%	550

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

Sugarloaf Wealth Management's RSPT Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2023, closing a stake of 250 shares — an estimated $6.13K sold.

Sugarloaf Wealth Management first reported a position in RSPT in Q4 2019 and held it in 13 quarters. The position peaked at $8K in Q4 2021. 294 funds tracked by Wall St. Rank hold RSPT as of Q1 2023.

Sugarloaf Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 250 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2023, an estimated $6.13K.
Sugarloaf Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2019 and held it in 13 quarters.
Sugarloaf Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $8K in Q4 2021.
294 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.