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

Veritable’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
Q3 		– Sell
-7,000
Closed -$206K – 642
2023
Q2 		$206K Buy
+7,000
New +$191K ﹤0.01% 836

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Veritable's RSPT Position: Q3 2023 in Review

Veritable sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2023, closing a stake of 7,000 shares — an estimated $206K sold.

Veritable first reported a position in RSPT in Q2 2023 and held it in 1 quarter. The position peaked at $206K in Q2 2023. 311 funds tracked by Wall St. Rank hold RSPT as of Q3 2023.

  • Veritable reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 7,000 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2023, an estimated $206K.
  • Veritable first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2023 and held it in 1 quarter.
  • Veritable's Invesco S&P 500 Equal Weight Technology ETF position peaked at $206K in Q2 2023.
  • 311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.