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

TCWP’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
Q2 		– Sell
-850
Closed -$24K – 1437
2022
Q1 		$24K Buy
+850
New +$24.6K ﹤0.01% 659

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

TCWP's RSPT Position: Q2 2022 in Review

TCWP sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2022, closing a stake of 850 shares — an estimated $24K sold.

TCWP first reported a position in RSPT in Q1 2022 and held it in 1 quarter. The position peaked at $24K in Q1 2022. 267 funds tracked by Wall St. Rank hold RSPT as of Q2 2022.

  • TCWP reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 850 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2022, an estimated $24K.
  • TCWP first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2022 and held it in 1 quarter.
  • TCWP's Invesco S&P 500 Equal Weight Technology ETF position peaked at $24K in Q1 2022.
  • 267 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.