Tyler-Stone Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Tyler-Stone Wealth Management’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	-1,770	Closed	-$64.9K	–	805
2024 Q2	$64.9K	Hold	1,770	–	–	0.03%	338
2024 Q1	$62.3K	Sell	1,770 -100	-5%	-$3.37K	0.03%	339
2023 Q4	$61K	Hold	1,870	–	–	0.03%	330
2023 Q3	$53K	Hold	1,870	–	–	0.03%	336
2023 Q2	$55K	Buy	+1,870	New	+$51.1K	0.03%	329
2022 Q4	$45K	Sell	1,870 -600	-24%	-$14.7K	0.03%	338
2022 Q3	$56K	Sell	2,470 -700	-22%	-$17.9K	0.04%	284
2022 Q2	$75K	Sell	3,170 -700	-18%	-$18.1K	0.05%	268
2022 Q1	$112K	Sell	3,870 -2,100	-35%	-$60.9K	0.06%	242
2021 Q4	$193K	Buy	+5,970	New	+$185K	0.1%	187

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

Tyler-Stone Wealth Management's RSPT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2024, closing a stake of 1,770 shares — an estimated $64.9K sold.

Tyler-Stone Wealth Management first reported a position in RSPT in Q4 2021 and held it in 10 quarters. The position peaked at $193K in Q4 2021. 368 funds tracked by Wall St. Rank hold RSPT as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 1,770 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2024, an estimated $64.9K.
Tyler-Stone Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $193K in Q4 2021.
368 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.