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

Unionview LLC’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 Q4	$271K	Buy	7,232 +7	+0.1%	+$267	0.2%	72
2024 Q3	$272K	Buy	7,225 +8	+0.1%	+$292	0.21%	73
2024 Q2	$265K	Buy	7,217 +8	+0.1%	+$278	0.22%	71
2024 Q1	$254K	Buy	7,209 +9	+0.1%	+$303	0.21%	70
2023 Q4	$235K	Buy	7,200 +10	+0.1%	+$294	0.21%	73
2023 Q3	$202K	Buy	7,190 +10	+0.1%	+$292	0.19%	79
2023 Q2	$211K	Buy	+7,180	New	+$196K	0.19%	79
2022 Q2	–	Sell	-7,140	Closed	-$206K	–	92
2022 Q1	$206K	Hold	7,140	–	–	0.19%	89
2021 Q4	$231K	Buy	+7,140	New	+$221K	0.22%	84

Other funds holding RSPT

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Unionview LLC's RSPT Position: Q4 2024 in Review

Unionview LLC increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 0.1% in Q4 2024, buying an estimated $267 and bringing the position to 7,232 shares worth $271K. The position accounts for 0.2% of the portfolio, ranked #72.

Unionview LLC first reported a position in RSPT in Q4 2021 and has held it in 9 quarters since. The position peaked at $272K in Q3 2024. 369 funds tracked by Wall St. Rank hold RSPT as of Q4 2024.

Unionview LLC held 7,232 shares of Invesco S&P 500 Equal Weight Technology ETF worth $271K as of Q4 2024.
Unionview LLC bought 7 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2024, an estimated $267.
Invesco S&P 500 Equal Weight Technology ETF made up 0.2% of Unionview LLC's portfolio in Q4 2024, its #72 holding.
Unionview LLC first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2021 and has held it in 9 quarters since.
Unionview LLC's Invesco S&P 500 Equal Weight Technology ETF position peaked at $272K in Q3 2024.
369 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.