Toth Financial Advisory’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Toth Financial Advisory’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
2025 Q1	–	Sell	-2,300	Closed	-$86.1K	–	753
2024 Q4	$86.1K	Hold	2,300	–	–	0.01%	253
2024 Q3	$86.7K	Hold	2,300	–	–	0.01%	244
2024 Q2	$84.3K	Hold	2,300	–	–	0.01%	251
2024 Q1	$80.9K	Hold	2,300	–	–	0.01%	255
2023 Q4	$75.1K	Hold	2,300	–	–	0.01%	261
2023 Q3	$64.7K	Hold	2,300	–	–	0.01%	248
2023 Q2	$67.6K	Hold	2,300	–	–	0.01%	246
2023 Q1	$63.5K	Hold	2,300	–	–	0.01%	254
2022 Q4	$55.9K	Hold	2,300	–	–	0.01%	268
2022 Q3	$52K	Hold	2,300	–	–	0.01%	271
2022 Q2	$54K	Hold	2,300	–	–	0.01%	264
2022 Q1	$67K	Hold	2,300	–	–	0.01%	259
2021 Q4	$75K	Hold	2,300	–	–	0.01%	266
2021 Q3	$66K	Hold	2,300	–	–	0.01%	279
2021 Q2	$67K	Hold	2,300	–	–	0.01%	259
2021 Q1	$62K	Hold	2,300	–	–	0.01%	273
2020 Q4	$58K	Hold	2,300	–	–	0.01%	250
2020 Q3	$48K	Hold	2,300	–	–	0.01%	243
2020 Q2	$46K	Buy	+2,300	New	+$42.6K	0.01%	231

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

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

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

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

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

DIP

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

BWFA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Toth Financial Advisory's RSPT Position: Q1 2025 in Review

Toth Financial Advisory sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2025, closing a stake of 2,300 shares — an estimated $86.1K sold.

Toth Financial Advisory first reported a position in RSPT in Q2 2020 and held it in 19 quarters. The position peaked at $86.7K in Q3 2024. 354 funds tracked by Wall St. Rank hold RSPT as of Q1 2025.

Toth Financial Advisory reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2025 after selling out during the quarter.
Toth Financial Advisory sold 2,300 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2025, an estimated $86.1K.
Toth Financial Advisory first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2020 and held it in 19 quarters.
Toth Financial Advisory's Invesco S&P 500 Equal Weight Technology ETF position peaked at $86.7K in Q3 2024.
354 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2025.

Based on Toth Financial Advisory's 13F filing for Q1 2025, filed 14 Apr 2025.