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

SYSTM Wealth Solutions’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	-184	Closed	-$6.75K	–	516
2024 Q2	$6.75K	Hold	184	–	–	﹤0.01%	532
2024 Q1	$6.47K	Sell	184 -1,995	-92%	-$67.3K	﹤0.01%	814
2023 Q4	$71.1K	Buy	+2,179	New	+$64K	0.01%	520

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

SYSTM Wealth Solutions's RSPT Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2024, closing a stake of 184 shares — an estimated $6.75K sold.

SYSTM Wealth Solutions first reported a position in RSPT in Q4 2023 and held it in 3 quarters. The position peaked at $71.1K in Q4 2023. 368 funds tracked by Wall St. Rank hold RSPT as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 184 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2024, an estimated $6.75K.
SYSTM Wealth Solutions first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2023 and held it in 3 quarters.
SYSTM Wealth Solutions's Invesco S&P 500 Equal Weight Technology ETF position peaked at $71.1K in Q4 2023.
368 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.