Surevest’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Surevest’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 Q3	$4K	Hold	170	–	–	﹤0.01%	346
2022 Q2	$4K	Hold	170	–	–	﹤0.01%	361
2022 Q1	$5K	Hold	170	–	–	﹤0.01%	324
2021 Q4	$5K	Buy	+170	New	+$5.27K	﹤0.01%	328

Other funds holding RSPT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFG

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Surevest's RSPT Position: Q3 2022 in Review

Surevest held its Invesco S&P 500 Equal Weight Technology ETF (RSPT) position steady in Q3 2022 at 170 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Surevest first reported a position in RSPT in Q4 2021 and has held it in 4 quarters since. The position peaked at $5K in Q1 2022. 262 funds tracked by Wall St. Rank hold RSPT as of Q3 2022.

Surevest held 170 shares of Invesco S&P 500 Equal Weight Technology ETF worth $4K as of Q3 2022.
Surevest left its Invesco S&P 500 Equal Weight Technology ETF share count unchanged in Q3 2022.
Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #346 holding.
Surevest first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2021 and has held it in 4 quarters since.
Surevest's Invesco S&P 500 Equal Weight Technology ETF position peaked at $5K in Q1 2022.
262 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.