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

Summit Wealth Partners’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 Q4	–	Sell	-5,807	Closed	-$219K	–	232
2024 Q3	$219K	Buy	5,807 +4	+0.1%	+$146	0.04%	220
2024 Q2	$213K	Buy	5,803 +4	+0.1%	+$139	0.04%	213
2024 Q1	$204K	Buy	+5,799	New	+$196K	0.04%	215
2022 Q3	–	Sell	-12,800	Closed	-$303K	–	166
2022 Q2	$303K	Sell	12,800 -200	-2%	-$5.17K	0.08%	121
2022 Q1	$376K	Hold	13,000	–	–	0.09%	113
2021 Q4	$421K	Buy	13,000 +1,980	+18%	+$61.3K	0.09%	107
2021 Q3	$318K	Sell	11,020 -1,090	-9%	-$32.4K	0.08%	119
2021 Q2	$351K	Hold	12,110	–	–	0.08%	110
2021 Q1	$327K	Buy	12,110 +1,090	+10%	+$28.5K	0.08%	117
2020 Q4	$279K	Sell	11,020 -2,360	-18%	-$54.8K	0.08%	117
2020 Q3	$282K	Sell	13,380 -2,420	-15%	-$50.4K	0.08%	121
2020 Q2	$315K	Sell	15,800 -520	-3%	-$9.64K	0.1%	109
2020 Q1	$260K	Buy	16,320 +950	+6%	+$18K	0.11%	93
2019 Q4	$304K	Buy	+15,370	New	+$288K	0.11%	92

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Summit Wealth Partners's RSPT Position: Q4 2024 in Review

Summit Wealth Partners sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2024, closing a stake of 5,807 shares — an estimated $219K sold.

Summit Wealth Partners first reported a position in RSPT in Q4 2019 and held it in 14 quarters. The position peaked at $421K in Q4 2021. 370 funds tracked by Wall St. Rank hold RSPT as of Q4 2024.

Summit Wealth Partners reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2024 after selling out during the quarter.
Summit Wealth Partners sold 5,807 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2024, an estimated $219K.
Summit Wealth Partners first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2019 and held it in 14 quarters.
Summit Wealth Partners's Invesco S&P 500 Equal Weight Technology ETF position peaked at $421K in Q4 2021.
370 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2024.

Based on Summit Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.