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

Trinity Financial Advisors’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
-15,550
Closed -$570K – 87
2024
Q2 		$570K Buy
+15,550
New +$541K 0.26% 38

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trinity Financial Advisors's RSPT Position: Q3 2024 in Review

Trinity Financial Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2024, closing a stake of 15,550 shares — an estimated $570K sold.

Trinity Financial Advisors first reported a position in RSPT in Q2 2024 and held it in 1 quarter. The position peaked at $570K in Q2 2024. 368 funds tracked by Wall St. Rank hold RSPT as of Q3 2024.

  • Trinity Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2024 after selling out during the quarter.
  • Trinity Financial Advisors sold 15,550 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2024, an estimated $570K.
  • Trinity Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2024 and held it in 1 quarter.
  • Trinity Financial Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $570K in Q2 2024.
  • 368 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2024.

Based on Trinity Financial Advisors's 13F filing for Q3 2024, filed 3 Oct 2024.