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

United Capital 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
2023
Q4 		– Sell
-8,708
Closed -$245K – 1114
2023
Q3 		$245K Buy
+8,708
New +$254K ﹤0.01% 761
2021
Q1 		– Sell
-22,700
Closed -$576K – 1232
2020
Q4 		$576K Sell
22,700
-4,630
-17% -$107K ﹤0.01% 815
2020
Q3 		$576K Sell
27,330
-3,880
-12% -$80.8K ﹤0.01% 801
2020
Q2 		$621K Sell
31,210
-257,430
-89% -$4.77M ﹤0.01% 795
2020
Q1 		$4.6M Sell
288,640
-7,490
-3% -$142K 0.04% 350
2019
Q4 		$5.87M Buy
296,130
+6,430
+2% +$121K 0.04% 396
2019
Q3 		$5.18M Buy
289,700
+15,000
+5% +$269K 0.04% 403
2019
Q2 		$4.87M Buy
274,700
+14,230
+5% +$247K 0.03% 428
2019
Q1 		$4.43M Buy
260,470
+127,610
+96% +$2.03M 0.03% 441
2018
Q4 		$1.87M Buy
132,860
+9,050
+7% +$137K 0.01% 576
2018
Q3 		$2.08M Buy
123,810
+5,610
+5% +$92.9K 0.01% 602
2018
Q2 		$1.87M Sell
118,200
-60,790
-34% -$957K 0.01% 610
2018
Q1 		$2.71M Sell
178,990
-24,490
-12% -$375K 0.02% 515
2017
Q4 		$2.91M Buy
203,480
+120,150
+144% +$1.71M 0.02% 511
2017
Q3 		$1.13M Sell
83,330
-59,140
-42% -$771K 0.01% 748
2017
Q2 		$1.78M Buy
+142,470
New +$1.77M 0.02% 608
2015
Q4 		– Sell
-811,720
Closed -$6.91M – 1278
2015
Q3 		$6.91M Sell
811,720
-11,990
-1% -$106K 0.08% 256
2015
Q2 		$7.43M Sell
823,710
-41,500
-5% -$388K 0.09% 269
2015
Q1 		$7.99M Buy
+865,210
New +$7.89M 0.1% 259

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

United Capital Financial Advisors's RSPT Position: Q4 2023 in Review

United Capital Financial Advisors sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2023, closing a stake of 8,708 shares — an estimated $245K sold.

United Capital Financial Advisors first reported a position in RSPT in Q1 2015 and held it in 19 quarters. The position peaked at $7.99M in Q1 2015. 353 funds tracked by Wall St. Rank hold RSPT as of Q4 2023.

  • United Capital Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,708 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2023, an estimated $245K.
  • United Capital Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2015 and held it in 19 quarters.
  • United Capital Financial Advisors's Invesco S&P 500 Equal Weight Technology ETF position peaked at $7.99M in Q1 2015.
  • 353 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.