Waverly Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
+8,834
| New | +$360K | ﹤0.01% | 902 |
|
|
2018
Q4 | – | Sell |
-64,860
| Closed | -$1.09M | – | 186 |
|
|
2018
Q3 | $1.09M | Hold |
64,860
| – | – | 0.16% | 77 |
|
|
2018
Q2 | $1.03M | Hold |
64,860
| – | – | 0.16% | 75 |
|
|
2018
Q1 | $981K | Hold |
64,860
| – | – | 0.16% | 81 |
|
|
2017
Q4 | $927K | Hold |
64,860
| – | – | 0.13% | 102 |
|
|
2017
Q3 | $876K | Hold |
64,860
| – | – | 0.19% | 94 |
|
|
2017
Q2 | $809K | Hold |
64,860
| – | – | 0.2% | 92 |
|
|
2017
Q1 | $783K | Buy |
+64,860
| New | +$783K | 0.21% | 90 |
|